Natalie Kittroff

Wow.

I didn't know that.

That's unbelievable.

Right.

It's just a huge impact.

Totally outsized.

Right.

It's just very hard to sit this out on the sidelines right now.

Okay.

And what about the concerns that this AI boom could really just be a big bubble, that these companies are overvalued, that they may not deliver on their promise?

Part of what you're saying is that while this could be a bubble, all of this AI investment, even in that scenario, it's very hard for investors to not throw their money into this sector because the potential windfall that comes from making the right bet on the right company is just huge.

So let's talk about some of those underlying concerns, these warning signs in the markets.

What are you seeing?

People tend to invest in gold when they're feeling insecure.

Got it.

So, so far, you've talked about gold, the prices going up, that being a sign of potential unease.

You talked about money moving into international markets.

What else?

It sounds like more than just a red flag for markets.

Those rising defaults are a sign that a growing number of people in the regular real economy are struggling.