AI bubble debate at 9 AM on the 5th… Munster and Noble go head-to-head

Gene Munster, co-founder and managing partner of Deepwater Asset Management, and George Noble, former manager of Fidelity's overseas fund, will debate the AI investment bubble on the 5th at 9 a.m., hosted by ZeroHedge and moderated by Jack Farley of Monetary Matters. The two investors hold opposing views on whether expanded AI infrastructure spending will deliver long-term growth and whether those costs can be recouped. The debate comes as U.S. tech stocks pull back, with the Nasdaq 100 down 10% from its October 6 peak as of the 2nd's close. The event matters as a proxy for the broader market split over AI valuations and capex sustainability. What to watch next is whether the debate sharpens investor sentiment toward AI infrastructure names amid the ongoing correction.