AI Stocks Are Driving This Market Rally. Why It’s Not a Dot-Com Bubble Repeat.
1. Oracle's order backlog reached $455 billion, boosting its AI trade prospects. 2. The cloud deal with OpenAI indicates robust demand despite current losses. 3. Larry Ellison's wealth increased as Oracle's revenue forecast exceeded expectations. 4. Tech competitors like Google and Microsoft show strong cloud demand. 5. Comparisons to the dot-com bubble may overlook current robust valuation metrics.