High expectations for Nvidia earnings, plus other ways to 'capture value of AI'

Опубликовано: 24 Январь 2025
на канале: Yahoo Finance

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Advisors Capital’s JoAnne Feeney joins Yahoo Finance Live to outline what she calls “the three buckets” for investors when assessing AI opportunities: chips enabling AI infrastructure, server manufacturers building that infrastructure, and software developers utilizing AI.
Even if one area faces headwinds, like the chip slowdown, Feeney says firms servicing consumer use-cases like Amazon (AMZN), Microsoft (MSFT) and others have “a very long runway”. She stresses as generative AI grows, more "consumer-facing" AI applications will arise, making those companies good plays.
As an example, Feeney highlights Palo Alto Networks (PANW) enhancing cybersecurity capabilities using AI for businesses. Despite recent guidance questions, she calls their strategic change “very smart”. Feeney urges looking beyond short-term stock pressures, arguing any weakness presents “a great opportunity” to build positions in durable AI plays like Palo Alto.
#youtube #Nvidia #stockmarket
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