The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

Corroborated by 1 source from 1 publisher

globalhealth2/15/2026

TL;DR

According to cnbc.com, the AI trade has entered a puzzling phase. Do we know who the winners are anymore?.

CNBC 19854910

https://www.cnbc.com/2026/02/15/jim-cramer-weighs-in-on-the-anthropic-fueled-software-stock-sell-off-.html