Open AI, Amazon, NVIDIA: Bubble or breakthrough?

Everyone’s calling this the bubble before it bursts - and that’s a first. In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution? Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era. --------------------------------------------------------------------- Explore our insights on the AI Boom and how investors can navigate this next tech era. Learn more about the Fidelity Global Future Leaders Fund and Active ETF We’d love to hear from you! Email us at [email protected] with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 6 November 2025. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.