The Great Commoditization: How To Invest In A Post-AI World

2026-02-14 09:00:00 ET

For several years the market has fixated on the emergence of artificial intelligence ((AI)), viewing it as the greatest value creation event in human history. To capitalize on it, investors piled into growth technology stocks: Nvidia ( NVDA ), as well as the hyperscalers: Amazon ( AMZN ), Microsoft ( MSFT ), Alphabet ( GOOG ) and Oracle ( ORCL ). The logic was simple: AI will fuel massive future earnings growth; therefore, buy the companies building the infrastructure. They can only go up....

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