Everyone’s calling this the bubble before it bursts - and that’s a first.

In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution?

Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era.

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Explore our insights on the AI Boom and how investors can navigate this next tech era.

Learn more about the Fidelity Global Future Leaders Fund and Active ETF

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Read our full disclaimer. This episode was recorded 6 November 2025.

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