Here's Why I Believe AI Is Not a Bubble
The AI rally has critical differences from the dotcom bubble that suggest the current run can continue.
Overview
There has been a lot of talk about an artificial intelligence (AI) stock bubble, but I'm not buying it. Arguments about a bubble often go back to the Dotcom Bubble, claiming that there are similarities between that event and the current AI buzz.
Bears also point out that most of the spending comes from a few hyperscalers, but even that assertion requires a deeper look. Here's why I believe the AI rally still has room to run and isn't a bubble that's about to burst.
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Originally published at www.fool.com.
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