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AI vs dot-com bubble: Why this $1T revolution is different

Kenny Polcari, Phil Rosen, and Jessica Inskip argue that the $1 trillion AI infrastructure build-out is a genuine industrial revolution fueled by real earnings, unlike the speculative dot-com bubble.

read1 min views1 publishedJul 15, 2026
AI vs dot-com bubble: Why this $1T revolution is different
Image: Ca (auto-discovered)

Host Kenny Polcari joins Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip to explain why the $1 trillion AI infrastructure build-out is a true industrial revolution driven by real earnings, rather than a repeat of the dot-com bubble.

source & further reading
ca.finance.yahoo.com — original article Meta’s Sudden Stock Rebound Shows Investors Endorse AI Plans IBM's historic crash exposes a deeper tech divide: Chart of the Day Is tech priced to perfection? S&P 8,000 & AI debate
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