Memory over extravagance: Who is really profiting from the AI boom now!

The earnings week for US tech companies shows that investors no longer reward every AI billion. Scarcity goods and cost discipline are in demand. The days when the label "artificial intelligence" alone drove up stock prices are over. In the reporting week at the end of October, investors asked a simple question: What do the massive investments actually yield? Those who could not provide a convincing answer were penalized. Alphabet experienced its worst trading day in history with a loss of 13%, Intel plummeted around 23% in after-hours trading,...