Analyst talks AI trade bubble, Intel’s new Panther Lake chip, Fed divided on economic risks.
Market Catalysts anchor Julie Hyman breaks down the latest market news for October 9, 2025.
Is the AI trade in a bubble? Julie speaks with Seaport Research Partners Senior Analyst Jay Goldberg about why he believes there is an early-stage AI bubble forming, but stocks can go up a lot from here. Goldberg also lays out the “Super 6” AI companies, which include Amazon, Alphabet, Meta, Microsoft, OpenAI, and Oracle.
Members of the Federal Reserve are divided on the biggest risks to the economy, particularly inflation and the labor market. PNC economist Gus Faucher weighs in on the risks, lack of data challenges, and the outlook for Fed rate cuts.
Intel unveils its Core Ultra series 3 chips, codenamed Panther Lake. Tech editor Dan Howley breaks down this technology and other product offerings as the company stages a comeback.
#youtube #stocks #ai #intel
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