Nvidia's partners and more: BofA picks key global stocks along the AI supply chain

Big U.S. tech companies such as Nvidia , Microsoft and Alphabet have benefited from the artificial intelligence buzz in markets for the past year. But many smaller firms along the global AI supply chain also stand to benefit. BofA said in a March 15 note that there's been a "booming" AI market with multiple AI solutions since the second half of 2023.

Hardware tech Hardware tech such as printed circuit boards are the upstream parts of the AI server supply chain. These materials or components are "always needed," BofA said. These are BofA's top picks in this space: Unimicron and NYPCB are ahead when it comes to tech and product development related to AI and high performance computing, BofA said.

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Nvidia stock dips after company unveils latest AI chipsNvidia shares dipped 3% on Tuesday morning after the company unveiled its new generation of artificial intelligence chips, called Blackwell.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »

Nvidia stock dips after company unveils latest AI chipsNvidia shares dipped 3% on Tuesday morning after the company unveiled its new generation of artificial intelligence chips, called Blackwell.
แหล่ง: nbcsandiego - 🏆 524. / 51 อ่านเพิ่มเติม »

Wall Street optimism on stocks is at its highest level since early 2022, BofA survey showsSentiment among 226 market pros showed optimism at its highest level since January 2022.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »