Stocks tied to the artificial intelligence frenzy might be trading at a premium, but that doesn't mean they're unattractive, according to JPMorgan. The AI trend has propelled stocks to new heights. This year alone, the two highest outperformers in the Magnificent Seven cohort — Nvidia and Meta Platforms — have climbed 90% and 44%, respectively.
On the other hand, the underperformance of Tesla and Apple , each down 31% and 10%, also speaks volumes: The days of merely riding the wave of these Big Tech names seem to be over, and companies will have to start proving that they have a fundamental AI story. Indeed, JPMorgan analyst Samik Chatterjee noted that within the hardware and networking space, the "AI Group" of stocks is trading at a 60% premium compared to its historical trading average. For comparison, the non-AI group of stocks is only at a 10% premium. Overall, Chatterjee said that the AI cohort is trading at a 55% premium relative to the non-AI basket
ایران آخرین اخبار, ایران سرفصلها
Similar News:همچنین می توانید اخبار مشابهی را که از منابع خبری دیگر جمع آوری کرده ایم، بخوانید.
Goldman lays out the next phases of AI trade and stocks to play themThese stocks could benefit as the artificial intelligence boom matures, according to Goldman Sachs.
منبع: CNBC - 🏆 12. / 72 ادامه مطلب »