As trillions wiped out from Microsoft, Nvidia & others; these 4 companies added billions

Tech giants’ massive AI investments are causing investor anxiety, leading to a sell-off in their stocks. However, hardware companies, particularly memory chip manufacturers, are experiencing a boom as demand for AI infrastructure components soars. This market rotation sets the stage for a crucial second-quarter earnings season, where tech firms must demonstrate tangible returns on their substantial spending to appease shareholders.