While artificial intelligence dominated market themes in 2025, all Wall Street can talk about now is whether the market (^DJI, ^IXIC, ^GSPC) is already in or about to enter an AI bubble. Annandale Capital founder and chairman George Seay and CFRA Research chief investment strategist Sam Stovall share their thoughts on whether an AI bubble is forming or already here, and the areas displaying the most exuberance. Also catch Sam Stovall discuss Wall Street's Santa Claus rally optimism and George Seay's comments on small-cap stocks in 2026. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.