"These results and commentary should help steady the ship for the AI trade into the end of the year,†wrote Jefferies analysts in a note on Thursday. The late-Wednesday report from the company at the center of the AI boom came at a precarious time for the AI rally. The debate about whether AI stocks were in a bubble reached a new level of intensity in recent weeks, driven by concerns about the size of the tech sector's data center spending, the longevity of AI infrastructure, and the nascent technology's ...