{"id":186007,"date":"2026-02-10T05:00:00","date_gmt":"2026-02-10T10:00:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/10\/wall-street-is-searching-for-ai-winners-and-losers\/"},"modified":"2026-02-10T06:05:17","modified_gmt":"2026-02-10T11:05:17","slug":"wall-street-is-searching-for-ai-winners-and-losers","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/10\/wall-street-is-searching-for-ai-winners-and-losers\/","title":{"rendered":"Wall Street is searching for AI winners and losers"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnn.com\/2026\/02\/10\/markets\/ai-investing-stock-market-companies\">Wall Street is searching for AI winners and losers<\/a><\/p>\n<p><a href=\"https:\/\/www.cnn.com\/2026\/02\/10\/markets\/ai-investing-stock-market-companies\">https:\/\/www.cnn.com\/2026\/02\/10\/markets\/ai-investing-stock-market-companies<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-10 05:00:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnn.com\">www.cnn.com<\/a><\/p>\n<p>Here is a summary of the article with the key points highlighted in an unordered list:<\/p>\n<ul>\n<li>\n<p><strong>Investors Becoming Selective<\/strong>: The article states that today&#8217;s investors are more selective about which companies exposed to artificial intelligence they want to invest in, looking for stronger evidence of potential benefits rather than merely following the AI momentum train.<\/p>\n<\/li>\n<li>\n<p><strong>Software vs. Hardware Companies<\/strong>: While hardware companies, particularly semiconductor chipmakers, are seen as clear winners in the AI boom, software companies face uncertain prospects. ETFs for tech-software are down 20% this year, while semiconductor ETFs are up 13%.<\/p>\n<\/li>\n<li>\n<p><strong>Big Tech Spending Plans Under Scrutiny<\/strong>: There&#8217;s increased scrutiny of Big Tech companies&#8217; plans for data center expansions, with some seeing greater risk tied to these companies&#8217; extensive spending in AI infrastructure.<\/p>\n<\/li>\n<li>\n<p><strong>Investor Perspectives Vary<\/strong>: Views among investors about the AI market and the performance of companies vary; some believe in the enduring potential of AI investments, while others worry about the risk, particularly concerning data center companies and hyperscalers.<\/p>\n<\/li>\n<li>\n<p><strong>Potential Winners Beyond Software<\/strong>: Caterpillar is highlighted as a potential winner due to benefitting from the data center infrastructure buildout, underscoring that AI benefits could spread beyond traditional tech companies.<\/p>\n<\/li>\n<li>\n<p><strong>Focus on AI Capabilities<\/strong>: Analysts suggest that software companies succeeding in the AI boom will be those with access to proprietary data and the ability to create AI-driven solutions.<\/p>\n<\/li>\n<li>\n<p><strong>Historical Perspective on Technology Cycles<\/strong>: Experts note that identifying &#8216;winners&#8217; is typically a long-term process, emphasizing the importance of persistence in AI investments.<\/p>\n<\/li>\n<li>\n<p><strong>Complex Investment Themes<\/strong>: Ultimately, the AI revolution\u2019s leaders and laggards are not immediately clear and firms&#8217; exposure to AI can distinctly affect their performance, falling into three categories: enablers, adopters, and those disrupted by the technology.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wall Street is searching for AI winners and losers https:\/\/www.cnn.com\/2026\/02\/10\/markets\/ai-investing-stock-market-companies Publish Date: 2026-02-10 05:00:00 Source&#8230;<\/p>\n","protected":false},"author":1,"featured_media":186008,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.cnn.com\/api\/v1\/images\/stellar\/prod\/gettyimages-2260713938.jpg?c=16x9&q=w_800,c_fill","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-186007","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186007"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=186007"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186007\/revisions"}],"predecessor-version":[{"id":186009,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186007\/revisions\/186009"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/186008"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=186007"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=186007"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=186007"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}