Momentum for AI stocks (especially big names like Nvidia and Microsoft) has slowed but not evaporated. Many hyperscalers are trading at attractive valuations, and analysts say semiconductors also look ...
Sarina Trangle started as a corporate news reporter in October 2024. She previously spent four years on the business desk at Newsday, covering the health industry, commercial real estate and cannabis.
LONDON, Feb 6 (Reuters) - The global AI trade is starting to fracture as soaring capex, rising debt loads and doubts over who will profit from the technology force investors to draw sharper lines.
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