Is AI in a bubble?

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By Curzio ResearchFebruary 23, 2026

Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.

Oil is quietly breaking out to the upside

What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.

This megacap is a steal at current prices

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

Ep. 1324

Oil is quietly breaking out to the upside

What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.

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Ep. 1322

AI capex is exploding… and that’s great news for your portfolio

Why surging AI capex is great for investors—and AI stocks to buy on the pullback. Plus, Trump's coal EO… Is McDonald's (MCD) a buy? … Should you follow Ackman into Meta (META)? … And a data center pure play.

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Ep. 1319

Trump’s new Fed chair pick is dragging down the market

Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.

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Ep. 1317

The Fed is dropping the ball on AI

Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.

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Ep. 1315

Is the Mag 7 trade falling apart?

Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.

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Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

The Fed is dropping the ball on AI

Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.

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This uranium leader could be Trump’s next investment

Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside.

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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