EPISODE · Dec 9, 2025 · 19 MIN

AI: Boom or Bubble?

from Investing in Growth & Change · host Alger

"I think this industrial resurgence is being driven by a real need for investment, whereas with the tech bubble, there was a lot of spare capacity. Today, AI-driven companies need more power on the grid and more manufacturing capability, and that’s what this business spending is about." Alger Director of Market Strategy Brad Neuman discusses the new industrial renaissance and what that may mean for investors.

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AI: Boom or Bubble?

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