The Investor's Guide to Asia

Author: Fidelity International

We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
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Genres: Business, Business News, Investing, News

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Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why
Tuesday, 16 December, 2025

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might be in the midst of an AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends. See omnystudio.com/listener for privacy information.