"Assessing the AI Stock Market Rally: Insights from Industry Experts"

Deepak Puri, the chief investment officer of Deutsche Bank Private Bank, believes that the recent surge in Nvidia's stock does not indicate an AI bubble, but rather reflects the growing momentum of AI as a secular theme. He suggests that the market is starting to differentiate between stocks within the AI sector, and advises diversifying investments beyond the popular "Mag 7" tech stocks. Puri also emphasizes the importance of considering risk management and potential market pullbacks, while highlighting the strong earnings momentum behind the current market rally as a key difference from the dot-com bubble era.