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An AI bubble may be here, but the bubble is bigger for 'fad trades'
Market Intelligence Analysis
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Why This Matters
Market experts are discussing the possibility of an AI bubble, but also note that 'fad trades' may be a bigger concern, indicating a broader market sentiment issue.
Market Impact
Market impact analysis based on bearish sentiment with 74% confidence.
Sentiment
Bearish
AI Confidence
74%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
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.
Original article published by
Unknown
on December 24, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.