Microsoft, Nvidia, Apple and other major tech names are positioned to remain top performers into year-end, according to Wedbush analysts who argue the AI boom is far from peaking. The analysts believe that fears of an AI bubble are misplaced, pointing instead to accelerating enterprise demand and an investment cycle still in its early stages. “Over the last few weeks, despite all the AI bubble talk, we have seen approximately 20% of the AI-driven deal flow we are tracking in the field at the hyperscalers ac ...