Finance
AI NOW: AI Stock Panic, Nvidia Chaos, & Anthropic IPO Buying Opportunity or Bubble Trouble?
Date: 2026-11-12 16:30:18
AI investors have a LOT on their plate. After a panic-fueled sell-off wiped trillions of dollars from tech stocks recently, markets staged a powerful comeback. That raises a key question: Is this a buying opportunity or a sign of bubble trouble?
In this double-length episode of the MoneyShow MoneyMasters Podcast, host Mike Larson sits down with two leading market strategists: Marta Norton, Chief Investment Strategist at Empower Investments, and Keith Fitz-Gerald, Principal at the Fitz-Gerald Group.
They break down the AI sell-off, growing concerns over technology valuations, Federal Reserve policy, and what investors should expect heading into 2027.
In this episode, you’ll discover:
• Why AI stocks are experiencing extreme volatility
• Whether the AI boom is at risk of becoming a bust
• How massive AI infrastructure spending is affecting the economy
• What credit markets are signaling about technology companies
• How the 2026 midterm elections could impact markets
• Why Keith believes market panic creates investment opportunities
• The risks surrounding Anthropic’s potential IPO
• Investment opportunities in companies like Nvidia and SpaceX (despite the headlines you read)
• Key risks and strategies to watch heading into 2027
Don’t forget: You can get timely and actionable portfolio guidance from Marta and Keith LIVE at the 2027 MoneyShow/TradersEXPO Las Vegas! It’s scheduled for Feb. 21–24, 2027 at the Paris Las Vegas.
Click HERE to learn more: https://lasvegas.moneyshow.com/?scode=061246
00:00 – Wall Street Panic: AI Stocks Crash and Rebound
01:05 – Marta Norton: Where Are We in the AI Boom?
03:15 – Why Investors Are Questioning AI Valuations
05:00 – Credit Market Risks and AI Spending
06:35 – How the Midterm Elections Could Impact AI
08:10 – Could an AI Slowdown Trigger a Recession?
09:40 – Federal Reserve Policy and Interest Rates
11:05 – Marta Norton’s Market Outlook for 2027
12:30 – Keith Fitz-Gerald: What’s Driving Market Volatility?
14:15 – Why Market Panic Creates Buying Opportunities
16:00 – Is the AI Boom Sustainable?
18:00 – Anthropic’s IPO and Potential Risks
20:10 – Politics, Inflation, and Federal Reserve Policy
22:20 – Investment Opportunities: SpaceX and Nvidia
24:20 – Rethinking Traditional Investing Strategies
26:10 – How to Invest Through Fear and Uncertainty
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