AI Boom: Record Profits – and the Stock Market Isn't Celebrating Anymore!

A contradiction is unfolding on the stock markets in these July days of 2026, as rarely seen. The companies laying the foundation for artificial intelligence are reporting unparalleled numbers — yet the stocks respond with a shrug or even decline. The AI trade, which had been the driving force of the markets for months, has hit a nerve where even splendid balances no longer convince investors. The uncomfortable question in the room: Is more being built than ever needed? The boom is most clearly visible in the memory chip sector. Samsung earned...