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tz-plus logo The AI Rally Matures: Here Are the Winners Investors Are Seeking Now!

L. Kulikov
Reading Time: 3 minutes

The market has gotten cold feet. High bond yields, rising national debt, and uncertainty surrounding the Iran conflict triggered a sell-off in semiconductor and AI stocks in the summer of 2026. Yet, while some flee, others bet on the next stage of the revolution. Four winning sectors are emerging – along with specific names. First, there are the custom chip providers challenging NVIDIA's monopoly. The prime example: Marvell Technology. The company grants Google's parent Alphabet the right to buy shares worth up to 12.2 billion USD – but most...

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