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Investing.com -- Investors should spread their artificial intelligence exposure beyond a handful of technology giants as mounting capital expenditure raises questions about returns, according to UBS strategist Matthew Carter, who remains positive on AI's contribution to global equities in 2027. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The latest technology selloff reflects growing scrutiny of how companies fund AI infrastructure and whether investment translates into revenue, profits and cash flow. Some technology groups reported negative quarterly free cash flow, and indebted computing providers faced pressure over financing risks.
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