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AI’s Cost-Cutting Shift Changes the Game | Durham News
Morgan Stanley’s latest market intel reveals a stalemate in the tech-heavy S&P 500, where mega-cap AI stocks dominate but keep the index flat despite solid earnings—thanks to a tug-of-war between soaring semiconductors and falling AI-related plays. The real shift? AI investment is moving from reckless spending to disciplined cost control, blending pricey models with open-source tools and diversified hardware. This means chipmakers face pressure if valuations assume endless demand, while cloud providers adapting to lean budgets could shine. The play? Broaden your bets across sectors—not ditch…
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