Schwab IMPACT 2025: The AI Bubble’s Not Ready to Burst, But Pullback Overdue
Description
James Demmert thinks there is an AI bubble but thinks it has a long way to inflate still. He thinks the Dow can hit 100K sooner than people expect, in around 5 years, arguing that this business cycle has a “long runway.” However, he does see risk of a potential pullback along the way – and thinks one is overdue. James also comments on the AI capex race and Jensen Huang’s comments around the U.S./China tech battle.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
United States
