News & Insights

Is the AI sector in a bubble?

October 31, 2025

Time to Read: 4:47 mins

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

Key points:

Rapid, outsized AI investment has created bubble dynamics in equity markets.
The portfolio is underweight technology, communications and consumer discretionary stocks.
Bell believes one way to play the theme is through capex beneficiaries like semiconductor equipment, memory suppliers, industrials and utilities companies.

2727959 Exp: 16 January 2026

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