Not Nvidia. Not Palantir. This AI Stock Could Have the Most Upside.

Published September 4, 2026 · Category: Finance

Overview

Are artificial intelligence (AI) stocks in a bubble? That's what many concerned investors are wondering today as valuations continue to skyrocket.

There are many reasons the AI boom resembles past boom-and-bust cycles. Namely, soaring valuations, high expectations for long-term growth, and a recurring defense from AI bulls that "this time is different."

Details

There are, however, many important differences between this boom and, say, the dot-com bubble of the late 1990s. Most of the largest AI companies are already enormously profitable, with impressive revenue growth rates. And while the AI boom requires specialized hardware like graphics processing units (GPUs), much of the basic infrastructure is already in place. Conversely, during the dot-com craze, much of the internet's basic operating infrastructure was not yet built. That ultimately stretched growth timelines. The same may not be true for today's AI boom.

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Source

Originally published at www.fool.com.

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