AI Boom Shifts From Hype to Hard Infrastructure
Etftrends·2025-12-19 22:03
The artificial intelligence boom is entering a new phase as investment shifts from speculative software plays to the physical infrastructure powering the technology's expansion — creating opportunities for selective investors while raising concerns over stretched valuations in some corners of the market. AI leadership is broadening beyond mega-cap technology stocks into semiconductor enablers, power suppliers, networking equipment, and automation companies, according to T. Rowe Price's 2026 Global Market Ou ...