Investors Want a Broader AI Trade, But It’s Volatile Out There

Artificial intelligence infrastructure has been a solid stock market bet over the past year, with many of 2025’s best performers in the S&P 500 Index falling into the category. But the trade is getting volatile as some of the perceived winners start taking hits.

Jan 13, 2026 - 16:00
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Investors Want a Broader AI Trade, But It’s Volatile Out There
Artificial intelligence infrastructure has been a solid stock market bet over the past year, with many of 2025’s best performers in the S&P 500 Index falling into the category. But the trade is getting volatile as some of the perceived winners start taking hits.

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