The next crack in the AI trade may show up in spending before it appears in revenue. Sam Rines, Macro Strategist at WisdomTree, says a slowdown in hyperscaler capital spending would likely hit semiconductors and infrastructure providers hardest, while companies using AI to improve existing businesses could prove more resilient — putting Nvidia Corp (NASDAQ:NVDA) and Meta Platforms, Inc. (NASDAQ:META) on different sides of the cycle.
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