Artificial intelligence (AI) offers a sky-high addressable market, which is something investors can appreciate. Nvidia’s and Palantir’s sustainable moats are what have made them so popular on Wall Street.
Source: https://www.fool.com/investing/2025/12/17/bubble-burst-ai-st…
Artemis is a long-term NASA program, so it seems likely that some companies involved will benefit for some time. Artemis contracts could move the needle more on smaller companies’ financials than on those of the massive prime contractors.
Target, Comcast, and Norwegian are trading for just 12, 7, and 9 times forward earnings. Analysts see Target’s business rebounding next year after three years of declines.
The slide this month by Oracle (ORCL) and Broadcom (AVGO) has reminded investors that artificial intelligence (AI) stocks don’t move up in a straight-line fashion. They may also want to consider that prior pullbacks by mega-cap AI equities have often proven to be buying opportunities.
