Investors start to question who really profits from the AI boom

The AI market is no longer treating every company like they’re all on the same level. Things started coming apart in the final stretch of 2025, when tech stocks were being tossed around like dice. Sell-offs, wild rallies, overpriced deals, and mountains of debt raised the alarm on whether this AI wave is turning into something more fragile, like a bubble. And now, it’s not just about who’s talking about AI, it’s about who’s getting paid and who’s footing the bill, according to CNBC. Stephen Yiu, who runs money over at Blue Whale Growth Fund, said this market has never cared much about separating winners from the ones just throwing money around.“Every company seems to be winning,” Stephen said.“But it’s very important to differentiate,” he added, warning that this is exactly what investors might finally start doing. He pointed out that people, especially retail investors using ETFs, don’t bother looking...

https://www.cryptopolitan.com/ai-market-monetizers-and-chip-builders/