The Market Says AI Bubble, The Guidance Says Buy

AI-infrastructure stocks are not in a bubble; earnings and guidance across the stack are accelerating, not stagnating. Coherent, Applied Materials, and Sandisk each report robust revenue growth and guide to higher future demand, signaling real, funded AI buildout.

Source: Seeking Alpha

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Category General

Source Seeking Alpha

Published 1 month ago

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News ID #7,360

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