Although a synthetic intelligence-driven bubble has emerged in the market, there are loads of “real projects” to which buyers can still confidently allocate funds, Ritholtz Wealth Management CEO and co-founder Josh Brown mentioned Tuesday on CNBC’s “Halftime Report.” “Of course, there’s a bubble, but … that doesn’t mean there aren’t real projects that are going to have world-transforming outcomes,” Brown mentioned. “You shouldn’t say just because there is some speculative activity, therefore I conclude everything is speculative activity.” Investors are on tenterhooks as shares, significantly throughout the AI trade, proceed to notch spectacular development, at the same time as considerations mount that buyers may be overestimating firms’ talents to generate income. The tech-heavy Nasdaq Composite remained inside hanging distance of its report excessive, although it closed Tuesday down roughly 0.7% . Oracle led a pullback in AI or AI-adjacent firms resembling Nvidia , Western Digital and Sandisk . The transfer was a response to a report in The Information that Oracle had booked thinner-than-expected margins on gross sales in its Nvidia cloud enterprise for the three months that ended in August. That article triggered fears that AI shares are hovering — with many close to all-time highs — but earnings aren’t essentially poised to maintain tempo with the beneficial properties. “Anytime you have an environment where there’s this much enthusiasm for a new technology — and there are literally trillions of dollars being spent — not all of that spending is going to have a nice ROI at the end of the rainbow,” Brown mentioned, reflecting available on the market motion. He added that when the present market bubble ultimately pops, it seemingly will not be cataclysmic for merchants. “Most of the time, you’ll just see certain names blow up, you’ll see valuations contract [and] you’ll see a couple of years of sluggish share price growth as we digest some of the excess,” Brown mentioned. “It doesn’t always have to be the Nasdaq down 85%.” DISCLOSURES: All opinions expressed by the CNBC Pro contributors are solely their opinions and don’t replicate the opinions of CNBC, NBC UNIVERSAL, their father or mother firm or associates, and may have been beforehand disseminated by them on tv, radio, web or one other medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL’S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. THE VIEWS AND OPINIONS EXPRESSED ARE THOSE OF THE CONTRIBUTORS AND DO NOT NECESSARILY REFLECT THE OFFICIAL POLICY OR POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED. ASSUMPTIONS MADE WITHIN THE ANALYSIS ARE NOT REFLECTIVE OF THE POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC” TO THE END OF OR OUR DISCLOSURE. Click here for the full disclaimer.