Recently, a list of 10 AI News Making Wave has been released on Wall Street. In this article, we will look at the location where Alphabet Inc. (Nasdaq: Googl) opposes other AI News Making Wave in Wall Street.
CHRIS CASO, a senior analyst of Wolfe Research, discussed the important trends in the semiconductor industry in an interview with CNBC. He emphasized TSMC’s powerful performance. The company’s recent results are mainly promoted by old chips, but in 2025 the 25 % profit growth rate is tied to AI. Caso states that AI is the main growth driver in the industry, and demand for other segments such as PCs, mobile phones, and conventional servers remains slow to accumulate stock in pandemics.
Regarding the tensions between the United States and China, Caso stated that US exports have effectively restricted China’s advanced chips and AI technology. He featured China’s retaliation behavior as much as possible.
Joe Davis, Vanguard’s global chief economist, advised only on technical stocks to utilize AI -led growth in an article posted on January 14. , And manufacturing. High -tech shares, which are already highly valued, may not provide the best opportunity for growth.
Davis pointed out that the technical change in the past has promoted growth not only in their core sector but also in multiple industries. If the AI effect is slower than expected (30 % to 40 %), fixed income or value stocks may provide better returns in a low growth environment. For a balanced strategy, Davis invests in a wide range of US stock market index funds, and both a skilled manager identifies long -term winners, and the potential for AI and the delay of adoption. I proposed to be prepared for.
In this article, AI Stock was selected by reviewing news articles, inventory analysis, and press releases. The shares have been listed in the 900 hedge fund’s insider monkey database.
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