Ed Yardeni: Air is coming out of the AI bubble without the bubble bursting

According to the description, Yardeni Research president Ed Yardeni and Oppenheimer's head of technical analysis Ari Wald joined CNBC's Power Lunch to discuss the AI trade. The title gives Yardeni's view that air is coming out of the AI bubble without it bursting.

Why it matters

The same thing, for different readers.

What it means for you

A market strategist says AI stock valuations are cooling gradually rather than crashing, according to the video's title.

The record

Questions
What happens to work, income and the economy?
People
Ed Yardeni (Speaks, President, Yardeni Research) · Ari Wald (Speaks, Head of technical analysis, Oppenheimer)
What we read
We have read only the description the publisher gives. No quotations until someone reads the source itself.
Found by
The Radar, run of October 27, 2026, via yt-cnbc-television (tier 1: the source’s own channel or an official record)
Cite this
CNBC Television, “Ed Yardeni: Air is coming out of the AI bubble without the bubble bursting”, October 26, 2026. Entry in the Ctrl AI Base, https://ctrlai.com/base/cnbc-2026-10-26-yardeni-ai-bubble-air-coming-out
Our notesLight lane: title and description only; nothing of what was said was read.