AI Technology Investing. Bubble or Opportunity Lesson

In this lesson, students will learn about AI technology and its transformative impact on personal finance. Understand the skyrocketing growth of AI companies, the potential for an AI bubble, and the importance of investment diversification and comprehensive financial planning.

This lesson offers a compelling and accessible exploration of the impact of AI technology on the stock market. Seamlessly blending fundamental investment principles, contemporary market analysis, historical context, and practical financial advice, the lesson demystifies complex financial concepts, encouraging students to critically engage with current market trends. Its balanced viewpoint and engaging tone ensure that students not only gain knowledge, but also learn to approach financial decision-making with caution and discipline. With its relevance to today’s financial landscape and its emphasis on long-term, diversified investment strategies, this lesson is an excellent resource for fostering financial literacy in the classroom.


Use this video lesson on the topic of investing and the stock market. Learn related concepts of:

  • Investing Principles
  • Risk Management
  • Financial Planning
  • Economic Indicators
  • Long-term Financial Strategy
  • Diversification Strategy


8-12th grades. Middle School. High School. College. Adult Education.


45-60 minutes. It may be necessary to adjust the lesson plan and allocate more or less time to certain topics, depending on the needs and interests of the students.


Hand out the worksheet below (see the GET LESSON button near the bottom of the page).

Show students the video and have and have them complete the worksheet.  Review the questions on the worksheet.  A more comprehensive and detailed lesson plan can be accessed below for further instruction and study.

AI Technology Investing. Bubble or Opportunity?

After watching the video, have students tell what the most important things they learned from the video.


Lesson Plan: Understanding AI Technology in Personal Finance


By the end of this lesson, students should be able to understand the implications of investing in AI technology, understand the concept of market bubbles, and how these concepts fit into a broader personal finance strategy.


  • Video titled “AI Technology Investing. Bubble or Opportunity?”
  • Whiteboard or projector for visual aids
  • Handouts for activities

Lesson Procedure:

1. Introduction (10 minutes)

Begin the lesson by introducing the topic of the day: AI Technology in personal finance. Discuss briefly what AI is and its growing role in the world economy. Mention some companies that are leading in AI technology (e.g., Nvidia, Meta Platforms, Microsoft, and Alphabet).

2. Watch the Video (20 minutes)

Play the video titled “AI Technology Investing. Bubble or Opportunity?” for the class. Encourage students to take notes on key points.

3. Discussion (15 minutes)

Ask students the following discussion questions:

  • What is the current trend in the stock market concerning AI technology companies?
  • How does the growth of AI companies compare with the rest of the market?
  • What is a market bubble, and why might people be concerned that AI technology investing is a bubble?
  • What is the strategy suggested in the video to avoid the risk of a potential AI bubble?
  • What other sectors should investors consider to stay diversified?

4. Activity: Diversification Strategy (10 minutes)

Split the class into small groups and have each group develop a sample diversified investment portfolio. The portfolio should include AI companies but also consider other sectors mentioned in the video. Each group will present their portfolio to the class and explain their rationale.

5. Quiz (5 minutes)

Distribute a short quiz to test student understanding of the video content.

6. Conclusion (2 minutes)

Summarize key takeaways from the lesson. Remind students of the importance of diversification in investing and staying informed about market trends.


Ask students to watch the news or read articles about current AI companies and their performance in the market for a week. They should write a one-page reflection on whether they believe AI technology is a bubble or an opportunity, providing reasons for their view.

Lesson Resources

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