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

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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 wit
  2025/11/15      youtube
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