Is booming demand for AI stocks creating a bubble in the tech sector? [Video]

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The rise in computing demand brought on by artificial intelligence has led to a boom in stocks that are tied to data centers and semiconductors, but some investors may be wondering if there’s more room to run or if we’re in a bubble.

Joining us now to have that bull-bear debate on the topic is Juliana Faircloth, VP for Portfolio Research with TD Asset Management, and Evan Chen, associate for Portfolio Research at TD Asset Management. Welcome to the program. This is our first two-guest program on Money Talk Live. And we’re going to have a debate. So I think we’re going have a bit of fun.

Thanks for having us.

We’re going to start with Juliana right now. Let’s talk about the lay of the land when we’re talking about data centers and AI demand.

Sure, it’s very timely. NVIDIA, just this week, overtook Microsoft as the most valuable company in the US. …