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 in Focus in 2026, Traders Look Past LLMs – investment
In 2026, AI is expected to drive tangible productivity gains and economic growth, with increased adoption beyond tech into consumer and financial sectors, supported by ongoing corporate investment and infrastructure spending. While labor market impacts remain uncertain, market skepticism towards AI valuations and strong fundamentals in key infrastructure companies suggest a balanced and optimistic outlook […]
AI in Focus in 2026, Traders Look Past LLMs – investment
In 2026, AI is expected to drive tangible productivity gains and economic growth, with increased adoption beyond tech into consumer and financial sectors, supported by ongoing corporate investment and infrastructure spending. While labor market impacts remain uncertain, market skepticism towards AI valuations and strong fundamentals in key infrastructure companies suggest a balanced and optimistic outlook […]