Is the AI Bubble Bursting? Google’s Selloff & Midterm Election Madness With Roland Martin

Is it time to move away from the AI trade, or is the biggest opportunity still ahead? On this episode of Market Mondays, we debate whether AI is creating a technological revolution or setting investors up for another telecom bubble. We also examine ServiceNow’s strategy, three software stocks to avoid, and which software company could emerge stronger because of AI. We break down Google’s selloff, compare Google and Microsoft as long-term investments, and discuss what Apple, AMD, and Palantir need to prove. Plus, we explain how to spot the difference between a market pullback and a bear market, alongside our Investment Fact of the Week, Trading Tip of the Week, and rapid-fire AI discussion. Roland Martin joins us to discuss the midterm elections and what’s at stake. We also share which stocks we’d consider buying after the midterms. Subscribe, like, and comment: Are you staying invested in AI or looking for opportunities elsewhere? Chapters: 00:00 Why Investing Matters 00:33 Show Disclaimer 01:00 Welcome and November Kickoff 01:51 Announcements and Upcoming Guests 05:54 Investing Facts of Week 07:27 October Recap Sector Rotation 09:35 Midterms and Market Risks 16:06 Trading Tip All Gaps Fill 19:15 Intel Breakdown Fundamentals 27:03 Exit AI Stocks Debate 28:58 Stop Gambling Price Discipline 35:58 Software Stocks to Avoid 37:53 ServiceNow Context and Outlook 38:44 ServiceNow Earnings Reality 39:23 Avoiding Zoom and Rivals 40:34 Oracle Salesforce DocuSign Risks 42:06 Who Wins the AI War 45:49 Meta CapEx and Monetization 52:36 Google Sell Off Opportunity 56:43 Buy Price Discipline 01:00:24 Google vs Microsoft Debate 01:05:21 Midterms Market Winners 01:14:05 Roland Martin Michigan Breakdown 01:18:21 Senate Control Supreme Court Stakes 01:20:44 What Blue Sweep Enables 01:22:09 Texas Turnout Shockwave 01:23:10 Split Government Power Strips 01:24:51 Politics Hits Your Wallet 01:28:50 Vote Black Not Blue 01:31:27 Evangelicals One Issue Trap 01:40:40 Why People Actually Vote 01:45:13 Media Money And DEI Cuts 01:49:21 After Election Accountability Plan 01:58:08 Critical States To Mobilize 01:59:10 Election Show And Wrap 02:02:46 Marvell Lumentum AI Deal 02:05:49 Earnings Watchlist And Pricing 02:08:42 Final Sign Off #MarketMondays #EarnYourLeisure #RolandMartin #StockMarket #Investing #AI #Google #Microsoft #ServiceNow #Apple #AMD #Palantir #MidtermElections Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy