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Wall Street Analysts Flag Overvalued AI Stocks Amid Market Euphoria
Wall Street Analysts Flag Overvalued AI Stocks Amid Market Euphoria
22
2
BTCCSquare news:
Artificial intelligence HYPE has reached fever pitch across corporate earnings calls, with 287 S&P 500 companies mentioning AI initiatives last quarter - a threefold increase since ChatGPT's 2022 debut. This enthusiasm has propelled massive valuations for sector players, but cracks are emerging in the narrative.
Specialized GPU cloud provider CoreWeave exemplifies the sector's precarious position. While its Nvidia partnership guarantees priority access to coveted H100 systems, analysts question whether its infrastructure-as-a-service model justifies current valuations. The company's 7% stake by Nvidia creates both strategic advantage and concentration risk that markets may be underestimating.
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