Cracks Forming In The AI Trade with Peter Boockvar

Q: How long is this episode of RiskReversal Pod?

This episode is 32 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on November 17, 2025.

Q: Can I download this RiskReversal Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

In this RiskReversal podcast episode, Guy Adami and Peter Boockvar discuss recent market trends, including the shifts in AI dominance and financial stresses at Oracle. They analyze the stock market's reaction to Meta's spending and the implications for data center build-outs. The conversation covers the competitive landscape with AI and the potential overrates in hardware infrastructure. They also discuss the unusual dynamics in the US economy and the job market's deceleration, touching on Bitcoin's correlation with other assets. Finally, they explore the bullish outlook on energy stocks and the rebound in big-cap pharma amid regulatory clarity. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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