Fund managers reveal their bubble recipes and what to watch for as AI stocks soar
                                
                                Oct 31, 2025 - 00:00
                            
                                                     
                                
                            "Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.                        
                                         
 
                                                                                                                                                     
                                                                                                                                                     
                                                                                                                                                     
                                                                                                                                                     
                                                                                                                                                    