AI infrastructure investments surge while crypto and gold slump in first half of 2026
By
Quirino Mealha
Summary
The first half of 2026 saw a clear market divergence: investments tied to the AI infrastructure build-out soared to record highs, while traditional safe-haven assets like Bitcoin and gold slumped. This occurred against a backdrop of Middle East conflict, political instability, and oil price spikes. According to Dan Coatsworth of AJ Bell, companies benefiting from AI spending were the standout performers, while Bitcoin performed poorly.
Source
bskyAI infrastructure investments surge while crypto and gold slump in first half of 2026l.euronews.comKey quotes
· 3 pulledCompanies on the receiving end of the AI spending boom were the standout investments of the first half
Bitcoin proved a shocker
anything tied to the physical build-out of AI has soared, while several other assets that investors traditionally turn to in uncertain times have stumbled
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