SAXO WARNS AI STOCKS ARE SPLITTING INTO WINNERS AND LOSERS Saxo says investors are becoming more selective, favoring profitable chipmakers like TSMC (TSM), Samsung and ASML (ASML) over debt-heavy AI infrastructure companies. CoreWeave (CRWV), Nebius (NBIS) and Oracle (ORCL) face growing scrutiny over borrowing costs and profitability. CoreWeave plunged 15% Wednesday, while BlackRock's semiconductor ETF has fallen 14% over eight sessions.(彭博社)