Billions are pouring into AI chips, cloud and data centers — but what happens if the AI bubble finally cracks? Wall Street experts Dan Ives, Ed Yardeni, Ron Insana and others lay out who gets hit hardest, why valuations matter and what it means for Nvidia, Microsoft and the Magnificent Seven.
00:00 AI Bubble Fears
00:23 Speculative AI Startups
00:46 Why This Isn’t the Dot-Com Era
01:07 Big Tech vs. Valuation Risk
01:30 Bubble Deflation Scenario
01:49 Where the AI Bubble Could Burst
02:22 Big Tech Likely Survives
02:36 Dot-Com Crash Comparison
03:04 Is AI Still Inflating?
03:25 Innovation Bubbles & Overbuild Cycles
04:09 Fallout for Weaker AI Players
04:22 Investor Opportunities If Bubble Deflates
04:43 Bottom Line: Earnings Matter
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