AI stocks soared in 2025, but are valuation and bubble concerns killing the rally? скачать в хорошем качестве

AI stocks soared in 2025, but are valuation and bubble concerns killing the rally?

Is AI a bubble or a generational boom? Yahoo Finance convenes Wedbush Securities managing director and global head of technology research Dan Ives, EMJ Capital founder and president Eric Jackson, and BlackRock (BLK) Americas chief investment and portfolio strategist Gargi Chaudhuri to debate Nvidia (NVDA), Tesla (TSLA), OpenAI (OPAI.PVT), and how AI will reshape jobs, markets, and the next leg of the AI trade. Palantir (PLTR) co-founder and CEO, Alex Karp, sits down with Yahoo Finance anchor Josh Lipton to discuss the next leg of the artificial intelligence (AI) trade and whether we're currently in an AI bubble or at the start of a longer-term growth story. Wedbush Securities managing director and global head of technology research, Dan Ives, talks about the bull cases for Tesla (TSLA) and Nvidia (NVDA), and what hour we're at in the artificial intelligence (AI) party. While Wall Street rushes to define whether an AI bubble is forming around markets, one expert tells Yahoo Finance that there is an AI bubble. And it's a "rational" one. Allianz chief economic adviser, Mohamed El-Erian, sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss how artificial intelligence works as a productivity enabler while facing labor displacement risks currently. He goes on to comment on the benefits of markets being in a "rational" AI bubble, including AI diffusion models to comprehensively integrate it into workplaces. Affirm (AFRM) CEO Max Levchin joins Yahoo Finance Invest with Executive Editor Brian Sozzi to talk about how artificial intelligence (AI) is transforming shopping and the fintech space, his expectations for humanoid robots, his career trajectory, and more. eToro (ETOR) founder and CEO, Yoni Assia, sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the role artificial intelligence (AI) will play for retail investors in 2026. They also discuss the current transformation of wealth, Assia's development of eToro, and what the next decade could look like for investors. For full interviews, highlights, and key insights, check out more from Yahoo Finance Invest: https://finance.yahoo.com/topic/yf-in... 0:00 Next leg of the AI trade 18:00 Palantir CEO Alex Karp 39:00 Dan Ives Tesla and Nvidia AI trade 45:00 Mohamed El-Erian Market and Fed risks 1:00:30 AI and shopping Affirm CEO 1:17:15 eToro CEO on AI and retail investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. Get the latest news and data at finance.yahoo.com Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) Follow Yahoo Finance on social: X:   / yahoofinance   Instagram: https://www.instagram.com/yahoofinanc... TikTok: https://www.tiktok.com/@yahoofinance?... Facebook:   / yahoofinance   LinkedIn:   / yahoo-finance