The AI Bubble May Be Running Out of Time

AI spending has powered markets higher, but the next two years could determine whether the boom turns into lasting profits or becomes another bubble that investors were too willing to chase.

Chuck Zodda and Mike Armstrong discuss Bill Dudley’s warning that the stock market bubble could burst before the end of 2027, why hyperscalers may struggle to generate enough revenue to justify trillions in AI investment, and why OpenAI’s rising revenue has not yet solved its widening loss problem. They also break down the growing conflict between Treasury Secretary Scott Bessent and Fed Chair Kevin Warsh over long term yields, why Treasury buybacks could complicate the Fed’s next decision, and why investors are watching gold, the dollar, and bond yields so closely. Plus, they cover personalized pricing, the $20 burrito debate, Blue Apron’s struggles, and Costco’s move into Medicare plans.