While Ninety One Investment Institute Director Sahil Mahtani doesn't believe the AI bubble is anywhere near bursting, he still believes the artificial intelligence trade will need to "show more progress to earn confidence." Sitting down with Josh Lipton on Market Domination, Mahtani goes on to discuss how much of a tailwind the Federal Reserve's cutting interest rates in December would have for the market. To watch more expert insights and analysis on the latest market action, check out more Market Domination.