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#USA #AI - Orlando Bravo: AI valuations are in a bubble: CNBC Television

7 October 2025

Orlando Bravo, Thoma Bravo founder and managing partner, joins CNBC's 'Squawk on the Street' to discuss whether private deals in tech are distorting the market, if he sees parallels in AI to the dotcom bubble, and much more.

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#usa #investment - Can Market Rally Continue? Cameron Dawson's Market Watch List: Schwab Network

22 October 2025 Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing ...