The AI all-stars: 9 stocks to play the next inning: Jon Erlichman - BNN Bloomberg
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🏦 Source Intelligence
Rolling outlet bias
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Article Excerpt
After a historic run for AI stocks, many investors are asking a similar question.
Have we missed the opportunity? Or if there is still a lot of game left to play.
In the latest episode of Ticker Take, I spoke with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, about where we really are in the AI story. Ives has been one of the loudest bulls on Wall Street, and his answer was simple.
We are in the third inning.
Still early, in his opinion. Ives points to what he is seeing on the ground, including conversations from a recent trip across Asia, custom…
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