AI Investment

AI Investment Horizon Broadens Beyond Tech Titans: A New Era Dawns for Software, Cybersecurity, and Infrastructure

The investment narrative surrounding Artificial Intelligence (AI) is undergoing a profound transformation, moving beyond the singular focus on the "Magnificent Seven" tech behemoths that have dominated headlines and market gains. A new era is dawning where capital is increasingly flowing into a wider array of companies pivotal to

AI Investment

The AI Profit Paradox: Are Companies Overestimating Their Returns on Generative AI?

The unprecedented surge in Artificial Intelligence (AI) investments has ignited a fierce debate in financial markets: are companies genuinely reaping material benefits from their massive capital outlays, or is the industry caught in a speculative bubble mirroring the dot-com era? A recent MIT survey paints a sobering picture, suggesting that