Industrials-focused Companies Benefit from AI Wave

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Artificial Intelligence,Industrials-Focused Companies,Eaton

Investor focus is shifting towards industrials-focused companies that benefit from the artificial intelligence wave, such as Eaton and DuPont. These companies provide electrical products and semiconductor chips for data centers that support AI applications.

Wall Street has been fixated on artificial intelligence for over a year, with investor enthusiasm lifting tech stocks and chipmakers higher. But focus is increasingly turning to another group of companies that benefit from the AI wave: industrials-focused companies. The Club has two of them in our portfolio. Eaton and DuPont are both unconventional AI plays, as the data center market grows to meet the demands of the generative AI boom.

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