Here’s how to invest in the next leg of the AI boom, according to Citi

Artificial intelligence blew up the markets in 2023. And Nvidia marked the heart of the AI boom, soaring over 200% last year. The “Magnificent Seven” tech stocks drove much of the gains of the S & P 500, which rallied about 24% after a dismal 2022. “The most obvious beneficiaries of the generative AI revolution […]
How to play Edge AI, according to UBS

ChatGPT’s late 2022 debut may have set off the early innings of the artificial intelligence arms race, but UBS says investors should start focusing on this next leg of growth. “We think the introduction of generative AI to edge devices has the potential to stimulate positive mix changes … and could also pull-in replacement cycles […]
How to bet aggressively on this chipmaker mounting an AI-driven comeback – CNBC

If you are on board that Intel will reclaim $50 and move higher in 2024, the bullish risk reversal below should allow you to capture any and all … Source link