We might have peaked, as the Wall Street discourse begins to fully ponder the return on AI investments – publicly asking just how all those processors and startups plan to provide a return on capital invested. To this end, both the Vendors and Operators segments are down this week, with the Indexes up just 0.01%, to avoid a triple loss. In the high-level adjusted view, the Vendors fell 0.68%, while the Operators fell some 98.69%. This is the same measure that produces the 0.01% gain for the Indexes. As can be seen in the graph, the Operators segment is still trending downward, while the Indexes are recovering to meet them. At this rate, they should pass each other in 2025.…