AI Trade Shifts as Wall Street Bets on Companies Using Artificial Intelligence, Not Just Building It - Tekedia

Wall Street is rotating away from the biggest AI infrastructure winners like chipmakers and cloud providers.

Investors are increasingly favoring companies using AI to lift efficiency, margins, and earnings.

Analysts say the shift reflects growing doubts that huge AI capex will generate strong returns.

If AI adoption drives real profit gains, market leadership could broaden beyond the Magnificent Seven.