Hype Is Quite the Drug

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The AI spending boom isn't really slowing down; it's just refining its palette. Anthropic just announced a $50 billion US infrastructure buildout, starting with data centers in Texas and New York, while Wall Street's beginning to favor companies that actually use AI to boost profits rather than just spend on it (more on that below).

Here's where it gets interesting for retail investors: Wall Street is rewarding "old economy" stocks like Walmart that leverage AI for operational gains over flashy tech names burning cash on R&D. Walmart's margins have already improved through AI implementation in inventory and logistics, while companies like DoorDash and Duolingo got hammered after announcing massive AI spending plans. We saw this with Meta after its recent earnings report, too; investors were mad at the Zuck for increasing CapEx (capital expenditure) so much.

Meanwhile, semiconductor and energy stocks in general are looking great. AltIndex’s AI has rated some companies in both of those industries as “buys” and even “strong buys” for 6-month time frame performance.

Corporate earnings are actually backing up the AI rally, with profits up 13.1% year-over-year and 82% of S&P 500 companies beating estimates. The real story is how investors are separating the wheat from the chaff, rewarding companies that show actual returns on AI investments while punishing those just burning cash.

The earnings strength is broadening beyond Big Tech, with six of eleven S&P sectors posting year-over-year gains. Morgan Stanley data shows the Magnificent Seven are expected to post 23% net income growth, but importantly, revenue beats remain well above historical norms across the broader market. Meanwhile, companies like Vista Equity Partners are using AI to cut workforce by up to one-third, automating back-office functions and replacing junior analyst roles.

Here’s how AltIndex rates all of the Magnificent 7 stocks at the moment:

This episode of This Week in Tech locks in on the Louvre’s shockingly bad security password, Rockstar’s headline-making delay of Grand Theft Auto 6, and Apple TV+’s mysterious new hit from Breaking Bad creator Vince Gilligan.

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Till next time,
— Brandon and Blake