Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC’s Kristina Partsinevelos breaks down the report and CEO Jensen Huang’s comments to investors, and CNBC’s Emily Wilkins reports on the Trump administration’s plans for AI regulation.

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