Artificial intelligence is driving one of the largest technology investment cycles we've ever seen. But with semiconductor stocks pulling back, bond yields fluctuating, and billions of dollars being borrowed to fund AI infrastructure, are investors right to be concerned?

This week on Investment Friday, Hannah and Brad unpack what's happening beneath the surface of the AI investment boom and why short-term market volatility doesn't necessarily change the long-term opportunity.

They explore how rising interest rates, inflation, and geopolitical uncertainty are influencing the markets, why the AI infrastructure buildout may still have years to run, and where the next wave of investment opportunities could emerge as AI moves from building computing power to putting it to work.

They also share how they're already using AI in financial planning and portfolio management—and why human expertise, judgment, and wisdom are becoming more important, not less.

In this episode:

• Why semiconductor and AI stocks have experienced recent volatility

• How Treasury yields, inflation, and geopolitical tensions are affecting the markets

• Why major technology companies are borrowing billions to build AI infrastructure

• The expected timeline for AI infrastructure investment and the transition toward applications

• Why the next wave of AI investment opportunities may come from smaller, specialized companies

• The four stages of technological innovation and where AI stands today

• How AI is already improving financial planning, stock option analysis, and investment research

• Why AI can help financial advisors make better decisions without replacing human expertise

• The difference between data, information, and wisdom—and why it matters for investors

• Why maintaining a long-term investment strategy matters during periods of market volatility

Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.

Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call

Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com