By Yahoo Finance Video
Publication Date: 2025-11-12 11:00:00
0:00 spk_0
Welcome to Trader Talk where we dish out the latest Wall Street buzz to keep your portfolio sizzling. I’m Kenny Polcari and I’m coming to you live from the Yahoo Finance headquarters here in the heart of New York City, a global hub where deals are made, fortunes are built, and the next market moves always.is just around the corner. Coming up, I’m going to share my thoughts on the AI bubble, or maybe not, chat with my good friend Tom Hayes and and share my baked teloni with peas, pancetta and a creamy bechamel sauce. It is outstanding. Now, let’s just jump into my big take.Every time markets explode around a new technology, the comparisons start flying. This feels like the dot-com bubble, they say, pointing to soaring valuations, overhyped startups, and wild speculation. Sure, the AI rally has some of that froth, but let’s be clear, this is not pets.com 2.0. This is the next industrial revolution. In fact, I call it the fourth industrial revolution. The dotcom era was built on potential, on what the internet might one day.become. Back then, companies were raising billions on buzzwords and business plans with absolutely zero revenues. Today, AI isn’t a theory. It’s already here, embedded in everything from healthcare and logistics to energy grids and financial systems. The infrastructure demand and cash flow are real. Now look at the difference in scale. When the dot-com bubble popped in 2000, global internet adoption was under 10%.Today, AI is being…