The article discusses the surge in stock prices driven by the excitement around artificial intelligence (AI), reminiscent of the dot-com boom in the late 1990s. The S&P 500 has risen over 20% this year, the best start since 1998, fueled by gains in AI-related stocks like Nvidia and Microsoft. Analysts attribute this to the potential of AI to revolutionize industries and drive productivity. However, concerns arise about a potential bubble, as investors rush into AI stocks without fully understanding the technology or its limitations. The article cautions that the AI frenzy could lead to a bust, similar to the dot-com crash, if the hype outpaces reality. It emphasizes the need for investors to exercise caution and conduct thorough research before investing in AI-related companies.