Image Source: Pixabay

The following 20 large cap (i.e. $2B+) artificial intelligence and related stocks are still in bubble mode up more than double the 91 constituents in the AIQ Global X Artificial Intelligence & Technology ETF which were up 45.0% in the past 52 weeks. They are ranked below in descending order of their performances in the last 52 weeks, as well as month-to-date (MTD) and last week along with their latest news, commentary and/or analysis where available:

UP +200% in past 52 weeks:

1. Super Micro Computer (SMCI): UP 497.5% in past year; UP 48.9% MTD; UP 24.7% last week
   • Why Super Micro’s stock is having a day for the history books
2. Nvidia Corporation (NVDA): UP 254.9% in past year; UP 20.1% MTD; UP 8.7% last week
   • Nvidia and AMD shares hit record highs on AI chip surge
3. Symbotic (SYM): UP 221.9% in past year; DOWN  14.1% MTD; UP 4.5% last week
   • Up 325% In 2023, Symbotic Stock Has Much More Running Room

UP 140% to 199%:

1. CrowdStrike Holdings (CRWD): UP 191.0% in past year; UP 13.8% MTD; UP 2.5% last week
   • Crowdstrike stock price analysis: Is CRWD a buy as it nears ATH?
2. Meta Platforms (META): UP 181.6% in past year; UP 8.3% MTD; UP 2.5% last week
   • Meta shares close at a record as last year's mega rally continues
3. IonQ Inc. (IONQ): UP 169.9% in past year; DOWN 12.4% MTD; DOWN 4.8% last week
   • Nothing major
4. Advanced Micro Devices (AMD): UP 157.3% in past year; UP 16.2% MTD; UP 18.9% last week
   • Nvidia and AMD shares hit record highs on AI chip surge
5. Palantir Technologies (PLTR): UP 149.3% in past year; DOWN 4.3% MTD; No Change last week
   • Palantir Announces Date of Fourth Quarter 2023 Earnings Release and Webcast
6. Palo Alto Networks (PANW): UP 140.0% in past year; UP 14.5% MTD; UP 3.8% last week
   • Wait to buy the dip in these 2 cybersecurity stocks

UP 115% to 139.9%

1. Arista Networks (ANET): UP 136.3% in past year; UP 11.9% MTD; UP 4.6% last week
   • Arista Networks to Announce Q4 2023 Financial Results on Monday, February 12th 2024
2. Uber Technologies (UBER): UP 124.3% in past year; UP 5.7% MTD; UP 3.0% last week
   • Uber could explore a merger with Instacart – analyst says
3. Advantest (ATEYY): UP 123.9% in past year; UP 20.7% MTD; UP 17.0% last week
   • Nil
4. Spotify (SPOT): UP 118.8% in past year; UP 8.9% MTD; UP 0.9% last week
   • Spotify has 600 million users, but struggles to consistently turn a profit
5. Broadcom (QCOM): UP 115.1% in past year; UP 8.5% MTD; UP 9.3% last week
   • Qualcomm stock poised for breakout

Up 100% to 114.9%:

1.  Dell Technologies (DELL): UP 110.8% in past year; UP 8.7% MTD; UP 4.9% last week
   • AI-powered devices will change how people interact with PCs, says Dell's Sam Burd
2. Shopify (SHOP): UP 110.2% in past year; UP 2.7% MTD; DOWN 1.7% last week
   • Shopify keeps rallying despite downgrades; what's the catch?
3. Upstart Holdings (UPST): UP 110.0% in past year; DOWN 20.0% MTD; UP 2.3% last week
   • Maine Savings Selects Upstart for Personal Lending
4. Zscaler (ZS): UP 109,6% in past year; UP 4.4% MTD; UP 0.2% last week
   • Zscaler Positioned as Only Leader in SaaS Security Posture Management Research Report

Up 90% to 99.9%:

1. Salesforce (CRM): UP 91.8% in past year; UP 6.7% MTD; UP 3.3% last week
   • Salesforce on Track to Become One of the Most Profitable Cloud Companies
2. Cloudflare (NET): UP 90.5% in past year; DOWN 2.3% MTD; UP 2.5% last week
   • Wait to buy the dip in these 2 cybersecurity stocks

Summary

The above 20 "bubble" stocks were UP 7.3%, on average, last week and are now UP 12.6%, on average, MTD. To put things in perspective, the AIQ ETF of 91 AI stocks was only UP 0.5% last week and is only UP 1.6% so far this year. Yes, the  bubble in the above 20 stocks continues to stay inflated.

More By This Author:

These 8 Cloud Computing Stocks Are Sky High
Largest Cyber Security Software Stock Prices Exceed Analysts Targets
These 4 AI-Enabled PCs Beginning Super-Cycle Of Growth & Innovation