AI Stocks Face ‘Show Me’ Moment On Capital Spending Amid Talk Of AI Bubble

The landscape of top artificial intelligence stocks continues to evolve. Amid worries over an AI bubble, investors need to be picky when looking at semiconductor, software and other plays. Among AI stocks in the spotlight are Oracle (ORCL), Nvidia (NVDA), Palantir (PLTR), CoreWeave (CRWV) and Snowflake (SNOW).

To be sure, top AI stocks such as Nvidia face high expectations. For many companies — such as Google parent Alphabet (GOOGL), Amazon.com (AMZN), Facebook parent Meta Platforms (META) and Microsoft (MSFT) — the rise of generative AI poses both risk and opportunity.

Reinhardt Krause | Investor’s Business Daily

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