5-7-26 Semiconductors - Bubble or Bust?

The Real Investment Show (Full Show) · May 7, 2026 · 42m

Semiconductor stocks continue to lead the market higher as the AI boom drives massive capital spending, soaring valuations, and relentless momentum in names like Nvidia, AMD, Broadcom, and TSMC. But are investors witnessing the next great technology revolution, or the early stages of another market bubble? Lance Roberts & Michael Lebowitz examine the semiconductor trade from both sides: Explosive AI demand, data center growth, and earnings momentum versus stretched valuations, narrowing market breadth, and growing concentration risk inside the S&P 500 and NASDAQ. Key topics include: 0:00 -…