Nvidia Earnings Highlight AI Boom Has Room to Run Despite Bubble Concerns
• Nvidia's strong earnings show AI and semiconductor stocks still have room to run despite signs of a bubble
• Tech giants like Amazon and Nvidia investing in startups to boost sales resembles 1990s financial engineering tactics
• AI-driven productivity gains could offset wage growth and extend economic expansion and bull market
• Some signs of excess appear, like teens jumping into stocks, but likely still early in AI boom
• Current frenzy feels more like dot-com bubble of 1997-98 than its peak before crash in 2000