AI Winners and Losers Diverge as Tech Rotation Snaps Market's Winning Streak
Broad market indices broke multi-month winning streaks as investors began drawing sharp distinctions between AI infrastructure spending and proven AI monetization. Nvidia and Meta faced selling pressure while Alphabet surged, marking a potential inflection point in how Wall Street values AI-related equities heading into 2026. The rotation signals a maturing investor thesis that demands revenue proof points, not just capital expenditure narratives.
ViaNews Editorial Team (Markets)•