MoneyMasters Podcast: AI Stock Panic, Nvidia Chaos, & the Anthropic IPO

Barchart · 2d ago

AI investors have a LOT on their plate. After a panic-fueled sell-off wiped trillions of dollars from tech stocks recently, markets staged a powerful comeback. That raises a key question: Is this a buying opportunity or a sign of bubble trouble?

In this double-length episode of the MoneyShow MoneyMasters Podcast, I sit down with two leading market strategists: Marta Norton, chief investment strategist at Empower Investments, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group.

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They break down the AI sell-off, growing concerns over technology valuations, Federal Reserve policy, and what investors should expect heading into 2027.

In this episode, you'll discover:

• Why AI stocks are experiencing extreme volatility
• Whether the AI boom is at risk of becoming a bust
• How massive AI infrastructure spending is affecting the economy
• What credit markets are signaling about technology companies
• How the 2026 midterm elections could impact markets
• Why Keith believes market panic creates investment opportunities
• The risks surrounding Anthropic's potential IPO
• Investment opportunities in companies like Nvidia and SpaceX (despite the headlines you read)
• Key risks and strategies to watch heading into 2027

Relevant tickers for this podcast include: (AIQ) (NVDA) (SPCX) (SPY) (VXX) and (QQQ).

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