The Battle of Wall Street is on the road

As investments in artificial intelligence continue to rise, some analysts raise warnings about a looming bubble that may explode and lead to broader market decreases. However, others say they were not sure that it was an increased chance.

So who is the correct? Well, in Wall Street, there is an opinion on your decline in everything you want to return to, so we cannot determine it. But we can show you what each side thinks.

First, the sector is exaggerated. Analysts, investors, and even the CEO of AI GIANTS have expressed their concerns that the current assessments of the prosecution shares can be separated from their basic basics.

The rapid assembly in companies participating in artificial intelligence and infrastructure software and software – including chip makers, cloud services providers, and automation companies – are driven by assessments to levels that many consider unclean.

Why is this important? Because everything that rises should be descended in the end.

This means that recent market fluctuations and warnings from veteran investors indicate that a sudden reassessment of assessments can lead to a significant decrease, similar to bubbles in previous technology and the Internet.

Noise

Second, this growth is the reason that these assessments deserve it.

Despite the recent concerns about the exaggeration of the possible evaluation and slowdown in the growth associated with AI, UBS analysts have reaffirmed their positive outlook on the sector this week, which was moved through the expected quarterly results in NVIDIA.

In a note issued yet NVIDIA mentioned profits that exceeded expectations (But only barely), UBS said that the basic state of investment of artificial intelligence is still intact.

“Although the assessments may appear in the short term, the basic need for artificial intelligence technology through industries continues to grow,” UBS wrote in a note for investors.

The company highlighted the role of NVIDIA as a leader in the infrastructure of the sporting and the impoverished organization, focusing on the fact that the growth of the company’s strong revenue, which is expected by 48 % for the current quarter, is a sign of constant demand for the solutions of artificial intelligence devices and software.

Analysts also pointed out that the broader institutional move towards integrating artificial intelligence is supported by increased spending on capital, which promises good to the sector’s long -term horizons.

UBS added: “Investors must maintain condemnation,” as the demand for artificial intelligence platforms that can be developed and highly performance is only preparing to accelerate. “

Market experts agree that although short -term fluctuations are inevitable, basic structural drivers, such as adopting artificial intelligence in cloud computing, independent vehicles, and the AI, indicates that the story of the sector’s growth is still strong in the expected future.

Curtain

Not everyone is difficult to artificial intelligence like UBS.

Take the CEO of Openai Sam Altman, a man watching billions of dollars poured into his competitors. Altman caused a large leakage on the market when he said that investors get “proof” about artificial intelligence.

“Are we at a stage where investors as a whole are too much about artificial intelligence? My opinion yes. Is Amnesty International the most important thing happening in a very long time? My opinion is also yes.” freedomAdding that he believes that some of the evaluation of the startups of artificial intelligence is “crazy” and “irrational”.

Investors are also increasingly concerned after reports that Mita is studying “reducing” the artificial intelligence department, where some executives are expected to leave.

This possible transformation is a remarkable exit from the last heavy investment in Meta Zuckerberg in converting the company’s artificial intelligence.

Over the past few months, Zuckerberg has defended a major repair of the Meta Ai strategy, focusing on its decisive role in enhancing the user experience and competition with competitors such as Openai and Google.

New York Times Sources close to the company were martyredThis indicates that restructuring can lead to great hairstyles or a driving defeat.

Planned changes raised questions among market monitors about whether the AI’s aggressive aspirations of META are re -evaluated, or whether internal challenges force the strategic axis. The step indicates

Even a full speed forward or hit the brakes?

While some experts recognize AI’s transformative capabilities, they warn investors against staying awake and avoid chasing speculation gains that lack the appropriate evaluation.

“The danger is that we are in a human -made bubble that will explode in the end, causing widespread damage,” The veteran in the industry, Michael Johnson, said.

“Even when the Dotcom bubble exploded, there was a handful of somewhat clear winners who finally returned back,” he said, “He said, he said, he said, he said,” CNBCJim Kramer. “If you give up Amazon in 2001, you missed a $ 2 trillion boat (1.4 trillion pounds).”

CRAMER has been investigated by the Securities and Stock Exchange Committee at least once, and also has it Decree criticism For previous comments to manipulate the market.