Home Technology Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

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Published: August 17, 2026 10:40:05 IST

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By Danilo Masoni MILAN, Aug 17 (Reuters) – The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

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Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

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