Artificial intelligence remains the biggest force shaping today’s stock market, but investors are becoming more selective about where they’re willing to place their bets. For the past two years, simply announcing larger AI investments often lifted semiconductor stocks, cloud providers, and software companies alike. That era may be ending. Microsoft‘s (NASDAQ:MSFT) fiscal fourth-quarter results and ... The Market Loves Microsoft’s AI Spending, Hates Meta’s. Here’s Why
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