Can the AI boom sustain current valuations, or is a reckoning coming? Lance Roberts examines how AI and Big Tech investing trends are shaping portfolios, whether rising interest rates will derail Tech stock market outlook, and the growing risks of regulation impact on Big Tech from Washington to Brussels. Markets are still flirting with all-time highs. Lance shares the latest Roberts Family Saga, and his Coldplay strategy. Is investor exuberance getting out of hand? Options expiring within 24-hours are at an all-time high: This is not hedging, this is pure betting. Lance discusses anticipated spending for AI, and identifies associated debt as productive (think, Hoover Dam) vs non-productive (entitlements), which is dis-inflationary. Buuy backs are a poor (non-productive) use of capital.
* NOTE: The Real Investment Show will be 100% digital starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode!
SEG-1: Mega-cap Earnings Preview
SEG-2a: Another Roberts Family Saga & Coldplay
SEG-2b: Market Exuberance is Getting Out of Hand
SEG-3a: Paramount & Colbert Kill The Late Show
SEG-3b: No Concerns for Market Correction...yet
SEG-4: Productive Debt vs Stock Buy Backs
Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=dnE_SxbFc0c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"The Magnificent Seven Are Mediocre"
https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/
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The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:
https://youtu.be/VDnRZFc0Hpw
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Our previous show is here: "Money Scripts & Credit Scores,"
https://www.youtube.com/watch?v=XaEHi-fSbuQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
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Articles mentioned in this report:
"Retail Speculation Is Back With A Vengeance"
https://realinvestmentadvice.com/resources/blog/retail-speculation-is-back-with-a-vengeance/
"Company Buybacks Are Surging"
https://realinvestmentadvice.com/resources/blog/company-buybacks-are-surging/
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