Nvidia CEO Jensen Huang speaks at the APEC CEO summit in South Korea last month. Woohae Cho / Getty Images Close Why This Is Important Tech stocks and enthusiasm for AI have propelled the stock market higher for much of the past three years. Those stocks, which now account for a sizable share of the major stock indexes, have struggled lately due to fears about an AI bubble. These and other agreements raised concerns that the AI craze on Wall Street was being fueled by splashy deals that overstate the size o ...