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CIO Says AI Rally Is Far From Bubble Territory as Nvidia Valuation Still Backed by Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185471057","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185471057?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:41","pubTimestamp":1791186069,"startTime":"0","endTime":"0","summary":"DBS Group Chief Investment Officer Hou Weifu said that NVIDIA's price-to-earnings ratio and its forecast of 70% earnings growth next year indicate that the AI-driven technology stock rally is 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NVIDIA Valuation Still Low; AI Stocks Far From Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1113032822","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113032822?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:31","pubTimestamp":1791185490,"startTime":"0","endTime":"0","summary":"DBS Group CIO Hou Wey Fook says NVIDIA’s forward 12-month P/E of about 17x and market forecasts of roughly 70% EPS growth next year indicate AI-driven tech is far from a bubble. 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and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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