AI Disruption Triggers Sector-Wide Rotation Beyond Tech Giants
AI disruption has expanded beyond mega-cap tech to devastate software, logistics, and financial data companies, with some shares falling 25-60% from highs. Simultaneously, utilities are surging to 20x earnings multiples as investors price in massive power demand from AI infrastructure.
This represents a fundamental shift in AI's economic impact from growth driver to disruptive force, reshaping entire industries and creating new infrastructure investment imperatives.
artificial intelligence
market rotation
utilities
disruption