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tz-plus logo AI Frenzy at a Crossroads: These Sectors and Stocks Are Now Benefiting!

L. Kulikov
Reading Time: 3 minutes

The boom surrounding artificial intelligence has reached a critical phase. It is no longer the question of whether impressive models will emerge that drives the markets, but whether the gigantic investments will ever pay off. These four heavyweights, Microsoft, Alphabet, Amazon , and Meta , have collectively pledged almost $2.4 trillion in future spending—primarily for data centers. However, in September 2026, nervousness crept into the euphoria: First, industry thought leaders Sam Altman, Dario Amodei, and Elon Musk called for a slower pace,...

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