AI Infrastructure and Enterprise SaaS Stock Meltdown — the Paradox Explained

It’s 2026, and investing in AI is not so simple anymore. Gone are the days when just buying Nvidia (NVDA) and forgetting about it was good enough. In fact, investors are now grappling with what seems to be a paradox: AI data center and cloud operator (hyperscaler) stocks, and enterprise software company stocks (the ones […]