Does AI hype feel too much like dot-com mania?

Mike Armstrong and Paul Lane discuss oil prices not reacting to Middle East conflicts as in the past. JPMorgan warns of Dot-Com style concentration in US stocks. The real-estate downturn comes for America's premier office towers. Americans' working years need a better ending. Microsoft and Alphabet under pressure to show AI earnings boost. Walmart hopes new flashing lights will help shoppers find stuff.