These infrastructure plays are positioned to profit no matter which artificial intelligence models win the race.

"Don't just sell because of the bubble," the legendary hedge fund manager said. Stocks soared on Thursday amid renewed confidence in the AI trade.

AI developers’ ambitious spending plans and rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, according to Fidelity International.

Palantir stock has shot up by a remarkable 126% year to date as of this writing, while BigBear.ai has delivered gains of 25% despite bouts of volatility. However, both generative AI software companies are facing a few headwinds.

Hardware firms have been the big AI winners, but Goldman flags a handful of stocks that could be the top beneficiaries of AI-fueled productivity gains.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

CoreWeave generated $1.36 billion in third-quarter revenue and reported a revenue backlog exceeding $55 billion, which is more than 10 times its current annualized revenue, providing multiyear visibility into contracted demand. When execution stumbles meet unlimited demand, patient investors get the best entry points.

The artificial intelligence (AI) boom has impacted several industries, but tech companies like NVIDIA Corp. (NASDAQ:NVDA) are rewarded handsomely. Companies are investing millions into the AI sector,

Nvidia reported quarterly results that handily topped Wall Street expectations, sending the stock sharply higher in after-hours trading.

Nvidia's Q3 earnings report states that all Nvidia AI cloud GPUs are sold out. In today's video, I discuss recent updates affecting Nvidia ( NVDA 1.06%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.