Why these 'left-behinds' are the best AI plays: Strategist

In this article:

As the hype surrounding artificial intelligence continues to captivate markets, investors may seek opportunities beyond the large-cap names that have dominated the spotlight. JPMorgan Asset Management Global Market Strategist Hugh Gimber joins Catalysts to highlight lesser-known AI plays.

Gimber acknowledges AI's continued strength but emphasizes that "there is no AI revolution to be had without the infrastructure to support it." He points to the often overlooked "left-behinds" fueling the AI movement as promising investment opportunities. These include data centers, clean power generation, and raw materials, making sectors such as industrials, utilities, and Asian markets well positioned for investors seeking exposure to AI plays.

For more expert insight and the latest market action, click here to watch this full episode of Catalysts.

This post was written by Angel Smith

Advertisement