Powell – unlike the dotcom boom, AI spending isn't a bubble

When your Federal Reserve Chairman starts giving you stock tips, the market top is near

This. When he has to specifically tell people "it's not a bubble" that is not at all a good sign in my opinion.

"I won’t go into particular names, but they actually have earnings."

Why not go into particular names? Without doing so the second half of your sentence is worthless.

Meta? Of course they have earnings. Not AI earnings.

Alphabet? Apple?

We kind of need particular names.