AI profit verification is coming: performance contradicts the bubble theory, and the earnings reports of the five major U.S. tech giants this Friday will set the tone for the next wave

The profit outlook for artificial intelligence companies has improved, alleviating investors' concerns about a stock market bubble. SK Hynix and Advantest Corporation released strong earnings reports, showing that demand and valuations are rising in tandem, indicating that AI trading is shifting towards a sustainable industry profit cycle. The five major U.S. tech giants will announce their earnings reports this week, with investors focused on whether they can continue to deliver impressive results under high expectations. The Bloomberg Asia-Pacific Semiconductor Stock Index has risen over 17% this month, with earnings expectations revised upward again