*Walter Bloomberg(@DeItaone):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.

2026.10.15 11:19

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.

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