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What bubble? The analysts and investors making the bull case for AI

Summary by KIFI
By Hadas Gold, CNN (CNN) — Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But for AI’s biggest believers, the report was just another sign that the industry’s train isn’t running out of steam anytime soon. “Fears of an AI Bubble are way overstated in our view,” Wedbush analyst Dan Ives wrote in a note last …

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While prominent figures like Sam Altman and Ray Dalio warn of a bubble in the AI industry, analyst Dan Ives presents a different and optimistic picture. • In an interview with Yahoo Finance, he estimated that investments in the field will jump to over half a trillion dollars within two years, recommended 10 favorite technology stocks, and stated: There is no AI bubble.

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blogthinkbig.com broke the news in on Thursday, November 27, 2025.
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