Meta Platforms (META) earnings, paired with CoreWeave (CRWV) and its mounting debt, are two key factors Marta Norton attributes to "squeamishness" in the AI trade. An ever-changing landscape for tech also makes it hard to pick winners. While AI remains the key driver behind U.S. economic growth, Marta urges investors to consider "what economic environment we are going to be in" should elevated interest rates and Treasury yields continue to hinder company outlooks. With this in mind, she tells investors not to buy into AI bubble talk, but don't expect the boom to continue, either.