Wall Streets investment flows related to artificial intelligence are beginning to shift from exclusively technology companies to leaders in traditional industries. As noted on July 21, 2025, by analysts from the well-known investment firm Global X and reported by leading business publications Axios and Business Insider, investors are increasingly searching for undervalued companies outside the IT sector that are successfully and effectively implementing AI to achieve real economic benefits. While the primary focus of investors was previously on chip manufacturers like Nvidia and developers of foundational models, attention is now turning to industrial, healthcare, financial, and retail companies. Investors are attracted to firms that can demonstrate with concrete figures how AI helps them reduce operational costs, optimize supply chains, increase labor productivity, and consequently, boost their profit margins. Analysts predict that in the coming years, the leaders in their respective industries will be not just the largest, but the most "intelligent" companies with strong and clearly executed AI strategies. The ability to effectively implement AI is becoming a key fundamental indicator for assessing a businesss long-term potential and competitiveness, on par with traditional financial metrics. This trend signifies a maturing AI market. The "gold rush" surrounding the creators of the core technology is being replaced by a more pragmatic approach – investing in those who have learned to use this technology most effectively to strengthen their market positions and generate measurable profits.
Wall Street Shifts AI Investment Focus from Tech to Traditional Industries
