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The AI race is entering a new phase. #AI #stocks #earnings #investing #firsttrade
The AI race is entering a new phase. #AI #stocks #earnings #investing #firsttrade
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0:00
The Magnificent Seven may need a new
0:02
name. Some investors are starting to
0:03
call them the Lag Seven as the AI trade
0:06
enters a [music] new phase. For years,
0:08
the biggest tech companies all moved
0:09
together, but lately that trade has
0:12
started to split apart. The biggest
0:13
winners haven't been the companies
0:15
pouring hundreds of billions of dollars
0:16
into AI infrastructure. They've actually
0:18
been the companies selling them the
0:19
chips they need to do so. Just look at
0:21
this chart. The Philadelphia
0:22
Semiconductor Index has absolutely
0:24
soared this year, while the Magnificent
0:26
Seven as a group has been basically
0:28
flat. That's because investors are
0:30
starting to ask a simple question. When
0:32
will all that AI spending actually start
0:34
to pay off? For now, chipmakers are
0:36
seeing immediate demand as Big Tech
0:38
races to build out AI data centers.
0:40
Meanwhile, the hyperscalers are still
0:42
trying to prove they can turn all that
0:44
investment into meaningful revenue and
0:46
profits. As it stands, the market is
0:48
rewarding the companies enabling the AI
0:50
boom more than the companies funding it.
0:52
But Wall Street says that's a trend that
0:54
won't last forever. Analysts at firms
0:56
including Morgan Stanley, Goldman Sachs,
0:58
and JP Morgan say the next big catalyst
1:00
is earning season, when investors will
1:02
get a clearer look at whether AI
1:03
investments are starting to pay off. The
1:05
AI trade isn't over, it's just evolving.
1:07
The question isn't who's spending the
1:09
most anymore, it's who's actually making
1:11
money from it. Read more about the
1:12
ever-evolving AI trade on Business
1:14
Insider.
