Broadcom stock surges after OpenAI deal, but are there bubble risks?

It's time now for our stock of the day. Broadcom shares surging after inking a deal with Open AI. But as AI spending ramps up and more companies jump in, are investors starting to worry that we're in real growth or signs of a bubble.Still with me, my round table, Lou Bassin, Brook Palma, and Jennifer Shamberger. And Lou, I know you were just talking about the fact that things are different this time, that there's real earnings growth here for a lot of these AI companies, but is it a concern that these AI he ...