These 3 companies just delivered a reality check on AI bubble fears Yahoo Finance reports that fresh earnings from Nebius, CoreWeave, and Super Micro Computer signal demand for AI computing power remains red-hot, easing investor concerns about an AI bubble. The results are giving investors fresh confidence in the AI trade. Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius NBIS https://finance.yahoo.com/quote/NBIS/ , CoreWeave CRWV https://finance.yahoo.com/quote/CRWV/ , and Super Micro Computer SMCI https://finance.yahoo.com/quote/SMCI/ signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.