SAXO WARNS AI STOCKS ARE SPLITTING INTO WINNERS AND LOSERS

SAXO SAYS INVESTORS ARE BECOMING MORE SELECTIVE, FAVORING PROFITABLE CHIPMAKERS LIKE TSMC ($TSM), SAMSUNG AND ASML ($ASML) OVER DEBT-HEAVY AI INFRASTRUCTURE COMPANIES.

COREWEAVE ($CRWV), NEBIUS ($NBIS) AND ORACLE ($ORCL) FACE GROWING SCRUTINY OVER BORROWING COSTS AND PROFITABILITY.

COREWEAVE PLUNGED 15% WEDNESDAY, WHILE BLACKROCK'S SEMICONDUCTOR ETF HAS FALLEN 14% OVER EIGHT SESSIONS. ...