The AI trade resembles a boom rather than a bubble - Piper Sandler’s Michael Kantrowitz
The AI trade resembles a boom rather than a bubble - Piper Sandler’s Michael Kantrowitz
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The AI trade resembles a boom rather than a bubble - Piper Sandler’s Michael Kantrowitz

🕒︎ 2025-10-28

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The AI trade resembles a boom rather than a bubble - Piper Sandler’s Michael Kantrowitz

Comments The current AI investment trend shows “some echoes of bubble-esque behavior” but is better characterized as a boom, according to Michael Kantrowitz, Piper Sandler chief investment strategist. In an interview with CNBC, Kantrowitz explained that while the good economic conditions mirror Quick Insights Current leading AI companies have strong fundamentals and are less dependent on external financing, unlike those in past bubbles. The monetary environment is also more accommodative, making a rapid 'pop' less likely. Earnings reports from major tech companies are driving sentiment, and continued positive results could further propel leading AI stocks. Risks are considered low now, but the biggest threat may be market overheating as economic data improves. Recommended For You More Trending News

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