Money Moves Daily

Is the AI Bubble Popping—Or Just Getting Started?

Thursday, February 5, 2026 17:00 by The Strategist

AI bubbletech valuationsAI investingNvidia stockBig Tech spendingmarket correctiontech bubbleAI stocksinvestment strategyportfolio diversificationfund manager surveycapital expenditureDeepSeekmarket concentration

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Disclaimer

This episode is for informational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions.

Show Notes

With $440 billion in combined Big Tech AI spending planned and 54% of fund managers calling AI stocks 'bubble territory,' investors face a critical question: is the current pullback a buying opportunity or the beginning of a larger correction? This episode examines the data behind AI valuations, what history tells us about tech bubbles, and how to invest in AI's future without betting the farm.

Chapters

0:00 Introduction
1:20.599999999999994 Deep Dive
10:16.100000000000023 Action Steps
11:41.200000000000045 Action Steps 2
12:38.10000000000002 Deep Dive 2
13:37.39999999999998 Deep Dive 3
15:11.700000000000045 Deep Dive 4
15:59.700000000000045 Closing Thoughts

Sources & References