Recently, the market's apprehensions regarding an artificial intelligence (AI) bubble have escalated, triggering fluctuations in the stock prices of AI-related companies like NVIDIA. Nonetheless, a fresh report from UBS strategists contends that the worries surrounding an AI bubble are overstated. The report underscores that current AI investments are predominantly backed by robust and internally generated cash flows from the companies themselves, rather than being dependent on speculative debt. This underscores the long-term durability of the AI market. Analysts from Goldman Sachs also concur that the risks tied to AI financing have been overblown, with the majority of debt being issued by highly creditworthy firms, thereby further diminishing systemic risks. Despite the recent volatility in the stock prices of tech behemoths, the demand for AI remains robust, and corporate capital expenditures are on an upward trajectory, signaling a still-optimistic long-term outlook for the AI sector.