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SpaceX stock has declined 29% from its peak and trades at an expensive P/S ratio of 94, suggesting potential further downside. Microsoft is presented as a better investment alternative, trading at a more reasonable valuation (P/S of 11.6, P/E of 28.8) while benefiting from dominant positions in enterprise AI through Copilot and Azure cloud services, which is experiencing accelerating growth at 43% in Q4.
Billionaire Ray Dalio said Wednesday that heavy AI borrowing and rising interest rates are pushing the market toward a bursting point.
Godfather of AI Geoffrey Hinton says public pressure, not lawmakers, will drive real AI regulation, like with climate change.
Jim Cramer said that investors seeking exposure to the AI boom could look to major technology companies that have several avenues to gain from AI.