Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.9 • 1.3K Ratings

🗓️ 24 February 2026

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Day 2 of Fast Money Live from Miami Beach for the iConnections Global Alts Conference. Melissa & the traders dig into a wall of worry surrounding the AI trade, as JPMorgan CEO Jamie Dimon weighs in on investor complacency. How markets are reacting to a potential bubble brewing in the space, and the stocks to watch as concerns pile up. Plus the opportunities in private credit as Blue Owl faces a potential liquidity crunch, and if the real estate sector can continue to climb after a strong start to the year. Fast Money Disclaimer

Transcript

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0:00.0	Live on the I Connections Global Alts Conference in Miami Beach, this is fast money.
0:06.0	Here's what's on tap tonight.
0:07.0	Markets rebounding after yesterday's sell off but will some harsh realities for AI and a big warning from JPMorgan CEO, Jamie Diamond,
0:14.0	come home to roost for the trade.
0:16.0	And speaking of AI and videos on deck to report earnings tomorrow night, what we can expect from the semi-giant
0:20.9	and how it could impact the stock.
0:22.7	Plus another full slate of guests from Miami Beach.
0:25.0	Big Shore traders, Danny Moses and Vincent Daniel
0:27.3	will tell us what they see for the market next.
0:29.6	The latest read on private credit
0:31.1	from Chikor Capital is Carrie Finlay,
0:33.1	and what's next for real estate, Left Troop, M.D.
0:36.0	Ben Jackson will join us with his thoughts on the property sector and where she sees the most opportunities right now. I'm Melissa Lee in Miami Beach with Dan Nathan and Guy Adom, and we embark on another day of broadcasting from what has been a chilly Miami Beach. Dan has that sweater on again. It's the same one, by the way. I know you guys are wondering at home. Is that the same?
0:55.0	We're going to put it out there right now and get it out.
0:57.0	It's done. It's out there. All right. We start off with the growing worry for Wall Street on the AI trade. As investors warned of mounting risks, in a business update last night, J.P. Morgan's CEO, Morgan CEO Jamie Diamond suggesting investors are growing complacent about the AI buildout
1:12.0	amid skyrocketing asset prices and spending while JPMorgan's CEO, Jamie Diamond, suggesting investors are growing complacent about the AI buildout
1:11.7	amid skyrocketing asset prices and spending. While Diamond steered clear of saying a bubble will cause the
1:17.3	economy to crumble, he said that a couple of people doing, quote, dumb things like risky lending could
1:23.0	lead to a meltdown. Credit investors also seem to be growing anxious. A new survey from Bank of America
1:28.2	finding that the AI bubble is a top concern among investment-grade debt investors for the first time
1:34.1	ever. 23% ranking at number one on their list of worries over the next 12 months. That is compared to
1:39.8	just 9% in December. Still, stocks managed to look past the pessimism today.
	...

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