"Wall Street Identifies Next AI Growth Stocks, Nvidia Denies Bubble, and Fund Managers Weigh In on AI Hype"

Nvidia has led the first phase of the AI boom, but Goldman Sachs analysts believe Amazon and Cloudflare will lead the next phases. Amazon's e-commerce dominance, advertising business, and AWS cloud services position it well for AI growth, while Cloudflare's fast cloud network and AI-focused services make it a strong contender. Both companies reported strong financial results, and analysts expect them to capitalize on the growing AI market.