"AI investment has been led by financially strong companies, with high-quality earnings, strong profitability, and healthy cash flows," she writes. "This financial stability reduces the risk of speculative bubbles, in our view, and it means that megacaps are core to the AI story."$NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$
Tech Stocks Are Too Pricey to Buy, Too Hot to Sell -- Barrons.com
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