Analysis:Big investors hunt for tomorrow's AI winners as capex angst fades

MILAN, Aug 17 : The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say.Results Microsoft and Amazon reassured markets

Big investors hunt for tomorrow's AI winners as capex angst fades  Reuters