The AI trade is not dead, but it is becoming more selective. Oracle’s backlog shows demand is still strong, yet the market is now asking whether massive capex can convert into profitable cash flow. From here, I think investors may separate AI beneficiaries from companies carrying heavy funding risk.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.