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The current AI investment boom is drawing strong comparisons to the dot-com era, raising questions about market stability amid soaring valuations and infrastructure spending.
SoundHound AI announced record Q2 revenue of $42.7 million, a 217% year-over-year increase, and projects future organic growth of 50% or more.
IonQ, a leader in quantum computing, is focusing on high-accuracy systems to overcome industry-wide error rate challenges and enhance artificial intelligence.
Broadcom, a $1.6 trillion technology firm, is seeing its AI revenue grow 63% year-over-year, driven by its strategy of creating custom AI accelerator chips.
Prominent Wall Street analysts are raising concerns about the AI investment boom, citing risks of circular financing, debt-fueled expansion, and physical power constraints.
A Wall Street veteran warns the AI market's stability is dangerously tied to OpenAI's financial health, raising concerns about a potential debt bubble.
Arista Networks stock is holding a key technical level after a recent dip. The AI infrastructure company posted strong Q2 earnings but faces scrutiny over its long-term growth outlook.
While AI has boosted stocks for giants like Nvidia, it has caused declines for software and service firms like Adobe and FactSet, creating potential buying opportunities.
Semiconductor stocks have surged 34% in 2025, driven by massive AI investments. Analysts weigh the risk of slowing growth rates against continued high demand.
Palantir Technologies has secured a new contract to deploy its Foundry AI platform across Boeing's Defense, Space & Security manufacturing operations.
Morgan Stanley has lowered its rating on Adobe stock to 'Equal-weight', citing concerns that the company's generative AI initiatives are not delivering expected revenue growth.
U.S. stock futures rose, led by tech, after Micron Technology reported strong earnings, countering a market dip caused by Fed Chair Powell's valuation comments.
