u/GlobalTechnician5442

The current trajectory of artificial intelligence valuations feels less like a sustainable technological revolution and more like a classic speculative mania. For some time now, we’ve been seeing an **unnatural overvaluation of AI company stocks**. We are currently perched at the **Peak of Inflated Expectations**, where companies are rewarded with billion-dollar market caps simply for integrating a chatbot or adding an ".ai" suffix to their branding.

The market is awaiting earnings reports from: Meta Platforms ($META), Amazon ($AMZN), Alphabet ($GOOGL), and Microsoft ($MSFT).

In addition, the semiconductor company Qualcomm ($QCOM) will release its financial results. Analysts are particularly focused on the growth of AI revenue and the performance of its cloud divisions. The results are expected to be released around 4 p.m. ET

I watched the first part yesterday. It wasn’t exactly a big deal.