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Hatfield on AI: ‘It’s Good to Have Bubbles’

Hatfield on AI: ‘It’s Good to Have Bubbles’

Schwab Network · Schwab Network

October 14, 202510m 14s

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Show Notes

Jay Hatfield has a 7,700 target for the SPX by the end of 2026 and lays out the conditions that could get us there. In particular, he discusses how the Fed’s rate decisions could support the market, hoping for “lower rates and booming tech.” He is “pro-bubble” for AI, arguing that even though there are obvious bubbles in places like quantum computing, nuclear energy, and crypto, they can get money where it needs to go.


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