[Business People Near Red Wavy Arrow Leadership Success Concept] J Studios Artificial intelligence can simultaneously be a genuine technological revolution and a capital-investment bubble, according to Rusty Vanneman, chief investment officer at FNBO. "We don't need to know whether this is 1998, 1999, or 2000," he said, noting that U.S. stock valuations are approaching historic highs. The Shiller P/E ratio currently sits around 42, which is above its 1929 peak and nearing levels last seen at the height of the dot-com bubble, according to the strategist. While AI-related capital spending has provided meaningful support to economic growth, Vanneman pointed out that the central question is shifting from capex to monetization.
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