Not a 'bubble,' but maybe an 'air pocket': Wall Street says it's time to reset the AI narrative

Market Intelligence Analysis

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Why This Matters

Wall Street firms believe the AI boom is not a bubble, citing real spending and earnings supporting the market rally, despite near-term risks.

Market Impact

Market impact analysis based on bullish sentiment with 68% confidence.

Sentiment
Bullish
AI Confidence
68%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Two of Wall Street’s biggest firms say the AI boom isn’t a bubble, arguing real spending and earnings support the stock market rally even as near-term risks emerge.

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Original article published by Unknown on December 3, 2025.
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