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Alger's Ankur Crawford: Not worried at all about a possible bubble in equity markets, Sonic AI
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Alger's Ankur Crawford: Not worried at all about a possible bubble in equity markets
CNBC Television
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May 13, 2026
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4:55
Interview
Alger's Ankur Crawford: Not worried at all about a possible bubble in equity markets
Ankur Crawford
(Portfolio Manager, Alger, guest)
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Executive Summary
The current AI market is not in a bubble; rather, it's the beginning of a long-term secular trend driven by a fundamental shortage of computing capacity.
Earnings estimates for AI-related companies are still too low and will likely remain so for the next 2-3 years, meaning stock price increases are often matched or exceeded by earnings growth, keeping valuations reasonable.
The US economy is undergoing a structural shift from being consumer-led to an industrial-based economy driven by the AI investment cycle, which has its own distinct cadence.
Corporate capital expenditures (CapEx) on AI infrastructure are expected to continue increasing through at least 2028, and a company's access to electrical power is a key leading indicator of its future revenue potential.
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Processed May 14, 2026
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