Market Views: Are we in an AI bubble part II?

In our latest Market Views video, Iris Wang, CFA, Vice President of Portfolio Management, revisits one of the market's biggest themes: artificial intelligence. After last year’s initial video: Are we in an AI bubble?, Iris discusses how AI adoption continues to expand into monetization in 2026, the potential future path for AI capital spending in 2027, how investors’ focus has shifted, and what opportunities and risks could emerge in the next phase of the AI cycle. She discusses why diversification and a long-term perspective remain important as major innovation continues to drive growth and changes across various markets. We hope you find these insights helpful as we continue working together to pursue your long-term financial goals.

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Market Views: Are we in an AI bubble part II?

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