All year, the stock market has focused on the companies that have long been considered AI darlings. Microsoft ( MSFT ), Nvidia ( NVDA ), and Oracle ( ORCL ) have powered the year's gains with flashy AI investments and partnershipsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor ...