AI infrastructure investment in 2026 mirrors late-stage Internet Boom exuberance, with companies like CoreWeave raising $1.5B despite massive losses. Insider selling at AMD and NVIDIA, combined with declining stock prices and surging credit risk indicators, signal heightened market risk as valuations remain elevated despite competitive pressures.
A Seeking Alpha analyst provides an update on Rocket Lab Corporation (RKLB), discussing their positioning in the space infrastructure market with full-stack solutions and market demand, in context of the SpaceX IPO. The article represents the analyst's opinion and includes standard disclosure statements about positions and conflicts of interest.