AI Stocks: From Hype to Profit - Investors Demand Real Returns

• The AI stock market is shifting from excitement-driven investment to a demand for tangible profits and monetization.
• Initially, any company linked to AI saw stock price increases, driven by the 'Magnificent Seven' US tech giants.
• Rising AI costs and slow profit growth have led investors to demand clear evidence of AI's impact on revenue and margins.
• Nvidia and Alphabet have successfully demonstrated AI monetization, while others like Apple, Meta, Amazon, and Tesla face challenges in direct AI profit generation.
• Future AI investment will be highly selective, focusing on companies that can embed AI into core processes and show measurable financial results.

Why It Matters: AI stock investment is now profit-driven; companies must demonstrate clear monetization, not just AI association.