Core Insights - The rapid growth of the AI sector has raised concerns about a potential AI bubble, but 93% of investors in AI stocks and ETFs remain confident in the long-term returns of the industry [1][7] Company Insights - Nvidia is experiencing significant growth, with a 62% year-over-year revenue increase to a record $57 billion in its fiscal 2026 third quarter, driven by demand for AI-related technology [4] - Nvidia's CEO emphasizes the need for upgraded tech infrastructure to support AI, which is creating more demand for their products [4] - Nvidia is also investing in emerging technologies like agentic AI and autonomous vehicles, positioning itself for long-term benefits [5] - Alphabet, as the parent company of Google, is focused on delivering AI to a broader audience, complementing Nvidia's role in providing the necessary computational power [6]
Despite Bubble Fears, 93% of AI Investors Say They're Bullish on Long-Term Returns. Here Are 2 Stocks to Hold for a Decade or More.