1. Year in a word: AI bubble  Financial Times
  2. Breaking out the ‘selective scalpel’: Wall Street sees AI stock trade as intact  Yahoo Finance
  3. Which bullish 2026 equity plays don’t require AI euphoria?  Reuters
  4. ‘Big Short’ trader Danny Moses of shares his investing strategies to avoid being caught in an AI bubble  Business Insider
  5. The AI Bubble Burst Phase One: Here’s What’s Coming Next  Seeking Alpha