skinny.

Latest / The Financial Exchange Show

The AI Boom Is Starting to Look Dangerous

AI stocks are soaring again, but history suggests investors may be underestimating the risks.

Chuck Zodda and Paul Lane break down the explosive rally in semiconductor stocks as AI demand drives massive gains across the tech sector, even as warnings about boom-and-bust cycles begin to grow louder.

Also covered:

Why chipmaker margins are reaching extreme levels again

How AMD, NVIDIA, and AI infrastructure spending are reshaping markets

Whether companies are actually using AI to replace workers

Why mortgage rates are rising again despite hopes for Fed cuts

The changing economics of Florida real…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.