Nvidia, Intel and Alibaba ride the AI boom as bubble fears grow

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Are you riding the AI wave or worried you’re the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today’s leaders apart from the 2000s hype. He’s joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade h ...