Stephanie Aliaga

Global Market Strategist based in New York at J.P. Morgan Asset Management, specializing in technology and macro themes and invited to discuss AI developments and investment implications.

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Oct 24, 2025 • 19min

Do circular AI deals warn of a bubble?

Stephanie Aliaga, a Global Market Strategist at J.P. Morgan, dives into the complex world of AI investments and their implications. She discusses whether the current circular investments among AI developers, hyperscalers, and chipmakers signal a bubble reminiscent of the dot-com era. Stephanie highlights the critical demand for compute power and contrasts today's funding landscape with that of the past. Expect insights on how AI generates real revenue and crucial lessons for investors navigating this evolving tech landscape.

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