Investor Focus Shifts from AI Chips to Power, Software, and Hyperscalers

Market strategists note a rotation in the artificial intelligence sector, identifying overlooked opportunities in energy infrastructure, software platforms, and cloud providers as the primary beneficiaries of the next growth phase.

26 Aug, 19:48 — 26 Aug, 19:48

Post Share

Sources

Showing 1 of 1 sources

thestreet6h ago

The AI trade is changing — here’s where to look for opportunity next

Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors.

By Rebecca Mezistrano

Read full article →

PERSPECTA

PERSPECTA

Investor Focus Shifts from AI Chips to Power, Software, and Hyperscalers

Sources

The AI trade is changing — here’s where to look for opportunity next

Related Stories

Qantas Profit Falls as Fuel Costs Surge Despite Share Gain

Bank of Japan Official Advocates for Timely Interest Rate Increase

South Korea Central Bank Raises Interest Rates to 3 Percent

Singapore Police Raid Iron Ore Trader Over Fraud Allegations

PERSPECTA