#Palantir #TechStocks #ArtificialIntelligence
markets.businessinsider.com
Why Palantir's (PLTR) Bounce Forces a Rethink of Stock Valuation Logic
The new year opened with -- and has largely sustained -- a sense of unease around tech stocks, fueled by worries over stretched valuations and the massive capital expenditures tied to artificial intelligence.
#ArtificialIntelligence #Semiconductors #TechStocks
www.benzinga.com
Daniel Newman Says AI Hype Is Turning Into Hardware Reality As Chip Supply Chain Fuels The Next Wave Of Market Gains: 'Demand Is There' - ASML Holding (NASDAQ:ASML), Intel (NASDAQ:INTC)
Futurum Group CEO Daniel Newman said that the artificial intelligence trade is entering a decisive phase as real-world chip capacity, not hype, begins to drive the market's next leg higher.