Amid the growth in artificial intelligence (AI) stocks over the last four years, worries about a bubble are not unfounded. In a world where stocks such as Palantir sell at 165 times earnings, and Space Exploration Technologies trades at a price-to-sales (P/S) ratio of 111 despite not earning a profit, investors need to keep their eyes on valuations.
Nonetheless, not every AI stock has become overvalued, and many AI-oriented tech stocks remain great values. Even if the market has entered the feared AI bubble that could turn into an AI bust, investors are likely safe by building an AI portfolio around these stocks.
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Nvidia
Admittedly, investors are likely expecting a more under-the-radar or contrarian name than Nvidia (NVDA -0.36%) when looking for AI stocks in today’s environment.
However, as the dominant company in the AI accelerator market, Nvidia has become one of the safest stocks to own. Additionally, it sells at a surprisingly low price-to-earnings…
https://www.fool.com/investing/2026/10/09/if-youre-worried-about-an-ai-bubble-heres-the-tech/
