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MarketBeat
MarketBeat
Bridget Bennett

Is the AI Boom a Bubble? These 2 Dividend Stocks Say No

Marc Lichtenfeld Nutrien NYSE BKH Nasdaq MarketBeat NVDA Nvidia Palantir PLTR

As 2025 winds down, tech investors are facing a familiar mix of excitement and anxiety. With AI stock valuations at historic highs, the question heading into 2026 is no longer whether AI is transformative—but whether the market has gotten ahead of itself.

Recent news also contributed to some market unease—Oracle (NYSE: ORCL) reportedly lost a key funding partner, a move that briefly rattled investor sentiment. Still, Lichtenfeld emphasized that the market’s reaction was limited and far from a collapse: “It’s not like the markets are tanking and crashing. It’s just down today a bit on the news.”

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