JI Financial Strategies CEO James Iuorio analyzes AI stock trends as Goldman Sachs projects a fifty percent surge in capital spending. Iuorio weighs in on bubble warnings and market comparisons to the dot-com era.
Market experts warn of a potential AI bubble burst as Goldman Sachs projects hyperscaler capital spending to surge over fifty percent next year. JI Financial Strategies CEO James Iuorio joins to discuss the Wall Street Journal’s latest warnings and compare the current tech boom to the dot-com era. Additional market analysis includes the latest economic data on treasury yields and August PCE estimates.
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