The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns about frothy valuations and an AI bubble.
Still, investors say reasons for optimism about AI remain intact, and many are wary about calling a top.
Investors have piled into AI-related companies this year as the technology has taken off, with promises to make Corporate America more efficient.
But some
