MarketPulse

AI bubble concerns

2 articles
The Motley FoolThe Motley Fool··Johnny Rice

Intel's Volatile Day: 7.4% Rally Evaporates as AI Bubble Fears Resurface

Intel stock surged 7.4% on semiconductor rally, easing oil, and Nvidia optimism, then surrendered all gains as AI bubble concerns resurfaced.
NVDAINTCAI infrastructureprofit-taking
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Nvidia's $2B Nebius Bet Signals AI Infrastructure Boom—But Raises Bubble Warnings

Nvidia invests $2B in cloud provider Nebius to build 5+ gigawatts of AI data center capacity by 2030, mirroring similar CoreWeave deal but raising bubble concerns amid Nebius's 43x sales valuation with no profits.
NVDAMSFTAMZNGOOGGOOGL+2data centersAI infrastructure