Analyst talks AI trade bubble, Intel's new Panther Lake chip, Fed divided on economic risks
Yahoo Financeยท2025-10-09 17:11
Analyst talks AI trade bubble, Intel's new Panther Lake chip, Fed divided on economic risks. Market Catalysts anchor Julie Hyman breaks down the latest market news for October 9, 2025. Is the AI trade in a bubble? Julie speaks with Seaport Research Partners Senior Analyst Jay Goldberg about why he believes there is an early-stage AI bubble forming, but stocks can go up a lot from here. Goldberg also lays out the "Super 6" AI companies, which include Amazon, Alphabet, Meta, Microsoft, OpenAI, and Oracle. Mem ...