Investors Shift Focus from AI Giants to Emerging Sector Opportunities

Market rotation sees increased interest in utilities, real estate, and renewable energy as AI's impact broadens.

Tech and communications stocks, previously top performers, are now lagging this quarter.
Utilities and real estate sectors are seeing significant gains due to AI's growing power demands.
Renewable energy stocks are attracting attention amid concerns over increased pollution from higher power usage.
Copper and other commodities are benefiting from AI-driven demand for data center infrastructure.
Companies adopting AI to improve operations, such as those in industrials and healthcare, are poised for growth.