BREAKING
Investors Rethink the AI Trade
From Model Makers to Monetizers
0
T
AI spend by 2031
0
x
hyperscaler capex since ChatGPT
Tech Shares Pull Back
Palantir
11
Oracle
9
Nvidia
7
Nasdaq wkly
5
Two Camps on AI's Winners
Foundational bet
●
GPUs and infrastructure win
●
Hyperscalers lift margins
Prove the ROI
●
Weak productivity gains
●
Energy and delay risks
Winners Clearer in 2026
AI NEWS BLITZ
Investors are rethinking the AI trade, and Big Tech is no longer the assumed winner.