Wellington Management’s Witheiler Discusses AI Bubble Amid December 2025 Tech Sell-Off

The event centers on a December 15, 2025, CNBC Money Movers interview with Wellington Management’s head of late-stage growth, Matt Witheiler, focused on the AI boom and potential bubble risks [1]. Concurrent market data shows broad tech sector weakness: the S&P 500 fell 0.60%, the NASDAQ Composite dropped 0.93%, and the technology sector declined 1.02805% [0]. Notably, AI-focused stocks including NVDA, AMD, and ORCL experienced a sell-off [2]. Despite attempts to access the interview via the provided YouTube URL, the content remains inaccessible, limiting direct analysis of Witheiler’s perspectives.

1. The interview’s timing—amid a tech sector sell-off—adds temporal context to the AI bubble discussion, as market movements may have influenced the framing of the debate.
2. The inaccessible interview content creates a critical information gap, preventing a detailed assessment of Wellington Management’s stance as a major player in late-stage growth investing.

• Risks
  : The broader tech sell-off and ongoing AI bubble debate signal potential short-term volatility for AI-related stocks.
• Opportunities
  : If the AI boom translates to sustainable long-term growth, current market corrections could present entry points for investors. However, this remains speculative without Witheiler’s specific insights.

This analysis covers the December 15, 2025, CNBC interview announcement with Wellington Management’s Witheiler on the AI bubble, alongside concurrent market performance (tech sector decline, AI stocks sell-off). The primary limitation is the inaccessible interview content, which hinders a full understanding of Witheiler’s arguments. No investment recommendations are provided.