Wall Street Heavyweights Weigh the Risks to the AI Boom
Channel: Bloomberg Television
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Read a transcript preview of “Wall Street Heavyweights Weigh the Risks to the AI Boom” from Bloomberg Television, uploaded on 2026-11-03.
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Language: English (original, creator captions)
[0:00] >> LIVE FROM SINGAPORE, THIS IS INSIGHT WITH ME HASLINDA AMIN,
[0:04] AS US TECH STOCKS CORRECTION TERRITORY
[0:06] FLOODING THE BOND MARKET WITH BILLIONS.
[0:09] WASHINGTON IS STARING DOWN AT HIM ELECTION DAY.
[0:12] WE WILL BE SPEAKING ABOUT ALL OF THIS WITH SOME OF OUR BIGGEST
[0:18] PEOPLE IN FINANCE. WHAT ARE YOU HEARING?
[0:26] >> THERE ARE PLENTY OF COMMON THEMES THAT HAVE EMERGED OVER
[0:30] THE LAST COUPLE OF HOURS. I THINK IT IS INTERESTING.
[0:35] EVEN A COUPLE OF YEARS AGO AND I WAS PART OF THE CONVERSATION.
[0:39] SOMETHING DIFFERENT HAS EMERGED BECAUSE OF THIS CORRECTION THAT
[0:40] YOU ARE TALKING ABOUT. THE REPRICING IN PUBLIC MARKETS.
[0:46] THE WIDENING OF CREDIT SPREADS. THERE IS SOME HIGHER LEVEL OF
[0:53] DISCERNMENT THAT IS BEING PLACED RIGHT OUT OF THE AI SPACE.
[0:58] NOT SO MUCH IF YOU DO IT OR DO YOU NEED TO GET EXPOSURE TO AI,
[1:01] FURTHER. AND HOW YOU DO IT.
[1:12] ALREADY HERE. >> I CANNOT TELL YOU THAT IT
[1:19] WILL GO WITHOUT BUMPS IN THE COMING YEARS.
[1:22] I CAN TELL YOU WHEN YOU STEP BACK AND LOOK AT IT 10 YEARS
[1:28] FROM NOW, I'M EXCITED. >> WE ARE LIVING IN THE GREATEST
[1:36] TECHNOLOGICAL ADVANCE WE HAVE SEEN IN MY LIFETIME.
[1:40] IT TAKES A LONG TIME FOR THAT TO COME INTO BUSINESSES.
[1:49] >> DOES AI BECOME MORE EFFICIENT?
[1:55] RIGHT NOW IF YOU LOOK AT DEMAND AND SUPPLY, IT IS HARD TO CALL
[2:00] IT A BUBBLE RIGHT NOW. >> A LOT OF THE BLUE-CHIP NAMES
[2:07] ARE STILL VERY STRONG. THE FACT THAT THERE IS MORE
[2:13] DISCERNMENT KEEPS A LID ON THE KIND OF BUBBLE RISK.
[2:17] >> I KNOW THERE IS A LOT OF THE HUMAN GLOOM AROUND.
[2:22] THERE ARE A LOT OF TACTICAL TRAITS.
[2:27] YVONNE: WE ARE NOT DONE YET. WE HAVE MORE BIG EX