The Globe and Mail
🏢 Globe and Mail Inc. (Woodbridge)
Aug 17, 2026
· 5 min read
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Big investors hunt for tomorrow’s AI winners as capex angst fades
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Article Excerpt
Big investors hunt for tomorrow’s AI winners as capex angst fades
DANILO MASONI
MILAN
REUTERS
PUBLISHED 1 HOUR AGO
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The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech’s spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say.
Results Microsoft (MSFT-Q) and Amazon (AMZN-Q) reassured markets that demand remains r…
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Aug 17, 2026