Everybody's Business Will 2026 be the Year of the "Hairy 12"?
Jan 2, 2026
Brad Stone, Editor at Bloomberg Businessweek and tech and business journalist, joins to forecast 2026. He dives into the potential for an AI bubble burst and highlights key economic indicators to watch. Political trends, such as the impact of Trump's expanding power, are also explored, along with corporate pushback against governmental pressure. Amid playful predictions, the hosts engage in mad libs and debate rivalries like NVIDIA versus Huawei, making for a lively discussion on what's ahead.
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AI Is The Defining Investment Story
- AI investment exploded in 2025, with infrastructure spending leaping and NVIDIA's market cap surging.
- That surge frames AI as the decade's dominant story but raises bubble concerns if adoption lags.
FOMO Fuels Fragile AI Valuations
- Rapid investor FOMO drove valuations and broad pouring of capital into AI in 2025.
- That same dynamic makes the sector vulnerable to sharp pullbacks if expectations aren't met.
Early Pullbacks Hint At A Reckoning
- Some AI-related stocks already showed abrupt drops, suggesting prices may have peaked for parts of the sector.
- Even if leaders like NVIDIA remain strong, many firms could face reckoning if revenues don't follow spending.