Innlegg

Oracle surged while Adobe slipped, sending a clear message: the AI bull market isn’t dead, but the “add AI and watch the stock rise” era is over. Investors now want proof that AI can generate real revenue and profits. Watch four things: AI-driven orders and sales, pricing power and margins, manageable capex, and stronger cash flow. AI exposure alone isn’t enough anymore—execution and monetization are what the market rewards.#PPIHotCPINext