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EconomyBig investors hunt for tomorrow’s AI winners as capex angst fades

Investors say the rally in AI-linked stocks during the latest earnings season has shifted attention from whether Big Tech’s spending spree will pay off to which companies can deliver returns over the longer term.

AIstocksinvestmentBig Tech

RReuters★★☆☆☆2026-08-17 07:40Original

Big investors hunt for tomorrow’s AI winners as capex angst fades
Big investors hunt for tomorrow’s AI winners as capex angst fadesEconomy