Investor Rotation from AI Hype to Operational AI in Healthcare and Finance

Summary

A market analysis piece from The Chronicle-Journal describes a significant investor rotation away from generative AI infrastructure and tech stocks toward companies deploying 'Operational AI' — practical AI applications focused on cost reduction and process optimization rather than frontier model development. The article frames this as a 'Great Recalibration' triggered by AI investment fatigue and macroeconomic factors, with the S&P 500's late-2025 tech-driven peak giving way to sector rotation