AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves

Описание: Nvidia just delivered 73% revenue growth and record data center sales — yet the stock fell 5%. What gives?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, to break down what Nvidia’s earnings really signal for AI demand, tech leadership, and broader market risk.

They discuss:
✔️ Whether AI demand is peaking — or just getting started

✔️ Why Big Tech plans to boost AI CapEx by 70% in 2026

✔️ The growing divide between AI winners and vulnerable software stocks

✔️ Private credit fears, Blue Owl redemptions, and late-cycle risks

✔️ Lessons from SVB, First Republic, and Blackstone’s BREIT

Is this a healthy market recalibration — or the start of something bigger?

If you invest in tech, AI, software, or alternative assets, this is a must-watch conversation.

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