Santiaga Some market strategists assert that the time has come for AI hype to turn into real profits from beyond just the picks and shovels companies. While semiconductor makers have undoubtedly thrived, the next stage of the cycle should come from other infrastructure plays and AI beneficiaries downstream.  And it’s not just sellside research pundits voicing that opinion. We can see it in price action, too. Shares of the S&P 500 Equal Weight Index have outperformed the traditional cap-weighted index si ...