In US stocks in the past two years, companies without an AI concept have lost favor with investors.

AI hardware/data center concept stocks (green line) dominated US stocks until March of this year;

The AI energy/power concept stock (blue line) took over in April and became the “most beautiful boy” recently;

The increase of the S&P 500 (gray line) lags far behind the popular AI stocks;

The worst thing is that companies that have been hit by AI (white line) are trending against the market.

Editor/Somer