Why the AI Boom Is Starting to Look Like 1999 Again

The AI trade keeps getting bigger, faster, and more expensive — and some investors are starting to see uncomfortable similarities to the dot-com era.Chuck Zodda and Mike Armstrong break down the explosive debut of Cerebras Systems and why surging semiconductor stocks are reigniting concerns that today’s AI spending frenzy may be creating the next major market bubble.Also covered:Why semiconductor stocks keep behaving like classic boom-bust cyclesThe key warning signs that today’s AI rally may be entering dangerous territoryKevin Warsh officially takes over as Fed Chair and what it could mean for policyWhy markets are suddenly pricing in future rate hikes instead of rate cutsThe surprising reason Americans continue feeling terrible about the economyHow social media and nonstop headlines may be distorting economic sentimentWhy restaurants are changing menus around GLP-1 trendsThe growing debate over whether AI is making students smarter or simply inflating gradesWhat happens if the AI spending boom eventually runs into the same reality every technology cycle faces.