Investors are flocking to AI-driven software and automation companies as businesses focus on streamlining operations and cutting labor costs. Stocks in robotics, cloud infrastructure, and machine learning sectors have outperformed the S&P 500 year-to-date.
“This is the beginning of a broader productivity trend,” said an analyst at a top equity research firm. “Companies offering scalable automation are becoming increasingly attractive as labor markets tighten and margins compress.”
