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We are already in an artificial-intelligence bubble, but that doesn’t mean the AI trade is over, Seaport Global says.

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Large technology companies are spending furiously on artificial-intelligence infrastructure — despite the associated revenue not being there yet. That sort of backdrop has some on Wall Street ...

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The dot-com bubble wasn’t what you thought it was—and the artificial-intelligence bubble won’t be what you imagine it will be, either.

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Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks.