How one Wall Street analyst is spotting AI winners and losers in the stock market

A Wall Street trader works on the New York Stock Exchange trading floor.

TIMOTHY A. CLARY / AFP via Getty Images

• Last week's software-led tech rout reminded investors that the AI hype isn't lifting all boats.
• Investors should place heightened emphasis on stock picking as winners and losers emerge.
• Futurum Group CEO and chief analyst Daniel Newman shared what he's looking for in winning AI stocks.

The tech stock sell-off that rattled Wall Street last week...