Memory Over Speculation: Who Still Wins in the AI Sell-Off!

The tech giants are burning billions, and investors are pulling the plug. However, memory chip manufacturers and Microsoft are showing where the AI boom is already making money. October marked a change in sentiment on Wall Street. The Nasdaq 100 lost 6.7%, experiencing its weakest month since the tariff panic in March 2025. About $2.7 trillion in market value evaporated. The paradox: the cloud business of major corporations continues to thrive. However, investors are no longer asking how much is being invested in artificial intelligence, but...