Markets are entering a new phase of the AI investment story. While demand for artificial intelligence remains exceptionally strong, investors are becoming more discerning about which companies will ultimately translate that demand into sustainable profits.

Michelle Martin explores why TSMC's strong earnings still triggered a semiconductor sell-off, what Deutsche Bank says is the next big question for AI investing, and why money is rotating into healthcare and financials.

Plus, Abbott Laboratories surges on strong earnings, Alphabet stumbles after another Gemini delay, and why oil fell despite escalating tensions in the Middle East.

Three key investor takeaways round out today's Market View.