Investors Shift Focus to Tech’s ‘Pick-and-Shovel’ Stocks in AI Boom

Investors are increasingly turning their attention to technology “pick-and-shovel” stocks as the artificial intelligence (AI) sector continues to expand. Major cloud service providers are investing billions into new data centers, prompting a surge in demand for companies that supply essential infrastructure. In 2025, data storage firms dominated the S&P 500 Index, with Sandisk Corp. shares […]

AI News: GPT-5.2, Devstral 2, Boom Superpower, MCP Nonprofit and more! – open-ai

The video covers the upcoming release of GPT-5.2 amid competitive pressures, Mistral AI’s launch of the open-source Devstrol 2 coding models, and the formation of the Agentic AI Foundation by Anthropic and OpenAI to promote open-source AI protocols. It also highlights mainstream AI awareness through Sam Altman’s media appearance and explores innovations in AI data […]