Why Wall Street Analysts Say We're Not in an AI Bubble

Key Takeaways A spate of unusual deals within the AI ecosystem has recently fueled concern that the AI boom is actually an AI bubble, but some professional market watchers say this isn't 1999—at least not yet. Why This Is Important Artificial intelligence excitement has been the main driver of stock market returns for the past three years, increasing the weight of big tech stocks in most portfolios. Until companies can demonstrate AI is contributing to the bottom line, the AI rally will depend on investors ...