#3 isn't quite right because a rise in inflation changes the discount rates that are applied to future cash flows in the equity valuation process. And on top of that, for risk-averse investors the fundamental uncertainty we are living in also will alter their discount rates independently of monetary effects. The first two are true enough at least under certain definitions of what an "AI-related company" is.

(source: I am also an economist who specializes in financial economics and corporate finance)