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Phil Rosen: AI stock valuations remain well below dot-com era levels

Phil Rosen: AI stock valuations remain well below dot-com era levels
AI valuations far below dot-com era

Phil Rosen compares current AI stock valuations to those seen during the dot-com era. AI companies such as GOOG and NVDA currently trade at forward price-to-earnings ratios of about 27 times, while Cisco and Oracle traded at more than 120 times earnings in 2000.

This suggests current valuations are significantly more moderate compared to the technology bubble over two decades ago.

Rosen has previously covered shifts across major asset classes. Earlier this year, he noted that Bitcoin outperformed gold after the 2024 U.S. election, but gold returned 66 percent and led over Bitcoin by November 2025. He also reported that semiconductors outperformed the broader stock market in 2026.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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