- Saxo warns AI stocks are splitting into winners and losers.
- Saxo favors profitable chipmakers TSMC, Samsung, ASML.
- Saxo flags debt-heavy AI infrastructure names CoreWeave, Nebius, Oracle for scrutiny.
- CoreWeave fell 15% on Wednesday.
- BlackRock semiconductor ETF down 14% over eight sessions.
- Saxo issued a note warning that AI stocks are bifurcating. Investors are rotating toward profitable chipmakers (TSMC, Samsung, ASML) and away from debt-heavy AI infrastructure names (CoreWeave, Nebius, Oracle) that face rising borrowing costs and profitability questions.
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