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Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Artificial intelligence is everywhere in the headlines... but is it really in a bubble? In this conversation, Brad Stewart, CFA, Associate Vice President, Associate Director of Wealth Management Research, and Gil Luria, Managing Director, Head of Technology Research at D.A. Davidson, break down what’s happening in the markets, where the risks lie, and how major players like Microsoft, Amazon, Google, and Meta are approaching AI investments.


This material is being provided for educational and informational purposes only. D.A. Davidson & Co. is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. Information contained herein has been obtained by sources we consider reliable but is not guaranteed and we are not soliciting any action based upon it. Any opinions expressed are based on our interpretation of the data available to us at the time of the original article. These opinions are subject to change at any time without notice. Copyright D.A. Davidson & Co., 2025. All rights reserved. Member FINRA and SIPC.

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