Five tech titans just sent a clear message to Wall Street: The artificial intelligence megatrend remains strong. All that talk about an AI bubble bursting and AI stocks crashing should be set aside – at least for now.

Meta Platforms (META), Microsoft (MSFT), Google parent Alphabet (GOOGL), Amazon (AMZN) and Apple (AAPL) all posted solid results this past week. All signaled that they plan to step up already-massive bets on the artificial intelligence megatrend. The Facebook parent's big spender talk did spook Wall Street, but Meta Chief Executive Mark Zuckerberg underscored what appears to be a theme in the AI brawl: The opportunity is so huge that, as these companies see it, overspending is probably not going to be a problem.

"We keep on seeing this pattern where we build some amount of infrastructure to what we think is an aggressive assumption and then we keep on having more demand," Zuckerberg said Wednesday on Meta's Q3 earnings call. "My view is that rather than continuing to be constrained on capex … the right thing to do is to try to accelerate this."

The acceleration among the hyperscalers means the money will keep flowing to Nvidia (NVDA), AMD (AMD), Broadcom (AVGO) and other AI chip and data center plays, as well as to power plants, heavy construction firms and many more companies. The AI ecosystem has grown to account for an enormous share of the stock market and growth in the overall economy. Continued strong investment should reassure investors that the market has room to run after recent gains carried the S&P 500 and Nasdaq to record highs.