Are We In An AI Bubble? - 11/04/25 | Market Sense | Fidelity Investments

A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."

Topics covered:
• Are we in an AI bubble?
• Tech stocks
• Valuations

00:00 Market Sense Introduction
01:50 Q3 earning season
04:27 Tech stocks & Q3 earnings
05:26 Are we in an AI bubble?
10:12 Diversification beyond tech
12:01 Picking AI stocks
14:32 AI winners & losers
15:58 AI & jobs
17:51 What is Generative AI
20:16 What to watch in 2026
21:39 Timmer’s take

Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool. https://go.fidelity.com/2xzpaf

Questions? Drop them below 👇 and we’ll reply right in the comments.

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Views and opinions expressed in this webcast are those of the speakers. This discussion is for educational purposes and should not be considered investment advice. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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