Is AI Getting Too Crowded? Wayve Capital on the Next Correction & the Stocks Wall Street Is Missing

Is Wall Street pouring too much money into artificial intelligence — and could the next market opportunity be hiding in stocks investors have abandoned? On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based ⁠Wayve Capital⁠, and CIO Rhys Williams for a wide-ranging conversation about the AI investment boom, market valuations, data-center financing, interest rates and where they see opportunities beyond the market’s hottest trade. Besecker examines warnings from prominent investors including Michael Burry and Leon Cooperman, questioning whether the enormous concentration of capital flowing toward AI could eventually create dangerous market imbalances. But Besecker and Williams also explain why today's AI revolution is fundamentally different from the dot-com mania of 1999: AI already has significant economic applications, infrastructure demand and corporate spending behind it. Williams breaks down the AI infrastructure opportunity across GPUs, electricity, data centers and the components required to build the next generation of computing capacity. The discussion also explores an increasingly important piece of the AI financing boom: data-center securitization — and what could happen if leverage grows and borrowers eventually begin defaulting. But some of the most interesting opportunities may have little to do with AI. Besecker highlights Lululemon, PayPal, Mercado Libre and Zoetis as companies worth watching while investors remain fixated on artificial intelligence. The team also examines whether Cisco's pullback could create an AI-infrastructure opportunity. Then comes the macro warning: higher Treasury yields, rising leverage and expensive financing. Besecker isn't bearish, but he is cautious about what higher rates could mean if financial conditions continue tightening. And because it's Wayve Wire, the conversation doesn't stop with Wall Street. The guys get into the Philadelphia Eagles, Baltimore Ravens and what's coming next: private equity's accelerating push into professional sports. AI may still be the biggest investment story on Wall Street — but the next great trade may be the one everyone else is ignoring. 🔗 Website: ⁠https://biztalktodaytv.com⁠  📧 Contact on Email: ⁠[email protected]⁠  📲 Download the Biz Talk Today TV app on Apple & Android devices.  📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only.  Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results.  Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.  #WayveWire #WayveCapital #JoeBesecker #RhysWilliams #ToddSchoenberger #ArtificialIntelligence #AIStocks #WallStreet #StockMarket #Investing #MarketOutlook #AIBubble #DataCenters #AIInfrastructure #TechStocks #InterestRates #TreasuryYields #MarketCorrection #PayPal #Lululemon #MercadoLibre #Zoetis #Cisco #StockPicks #InvestmentStrategy #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices