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AI stocks have been powering the market higher, but not everyone feels comfortable with the pace of the rally. Some investors are convinced valuations have gotten ahead of themselves, while others believe betting on AI is simply betting on the future. So… is this the start of a long‑term structural shift, or are we inching toward an AI‑fuelled bubble? In today’s episode, we dig into what the market is telling us, why some investors are sounding the bubble alarm, and how you can think about positioning your portfolio, whether you're excited about AI, cautiously optimistic, or feeling the FOMO but still want to manage your risk. ETF Market Insights is a weekly 30-minute series created by BMO ETFs. Learn more about BMO ETFs: https://bmogam.com/ca-en/products/exc... Read the ETF Market Insights blog: etfmarketinsights.com/blog. Visit our website: etfmarketinsights.com