
Why the AI Funding Surge Isn't a Bubble — It's Insurance
Three companies raised $156B in February 2026 — 83% of all global VC that month. While markets compare it to 1999, the structural reality tells a different story.
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Three companies raised $156B in February 2026 — 83% of all global VC that month. While markets compare it to 1999, the structural reality tells a different story.
A single company now processes over one billion financial transactions through AI systems, marking an inflection point in how technology is reshaping the global financial infrastructure.

C3.ai shares have rebounded 6% after a recent decline, sparking questions about whether it's an undervalued opportunity. With a year-to-date loss of 60.69%, investors are reassessing growth prospects. The stock's price-to-sales ratio of 5x is above industry averages, raising concerns about relative valuation.

US stock futures rose on a shortened Thanksgiving week, signaling potential recovery after a pullback amid concerns over AI-driven market rally valuations. The Dow, S&P 500, and Nasdaq all gained ground, but major indexes have lost notable ground in November as investors reassess high valuations in tech stocks.

AI stocks Alphabet and Microsoft are poised to outperform Apple by year-end 2026, according to a detailed analysis. With faster growth and lower valuations, these stocks are expected to surpass Apple's market cap.

ASGN (ASGN) has made significant strategic moves including a rebranding, AI Factory launch, and a $1 billion share buyback, but its stock has been volatile this year. Investors are cautiously optimistic as the company aims to turn around its performance.

AMD and Intel are at the forefront of data center competition as AI infrastructure continues to grow. AMD's MI300 and MI400 GPUs have seen significant success, while Intel's data center business has struggled. With $4.3 billion in revenue for AMD and $4.1 billion for Intel in the third quarter of 2025, AMD's full-stack approach could provide a strategic advantage over Intel.