Big Thinking: AI:Beyond Mega-Cap

The mega-cap technology stocks that have led the current stock rally will undoubtedly be major beneficiaries of the AI trend. However, the benefits of this new technology will expand well beyond these companies.

During our last quarterly call, we said that dominant players in the AI industry like Microsoft, Alphabet, and Nvidia would be big beneficiaries of the development of this new technology. Boy, are we glad we said that! Since then, these stocks have led the markets higher…

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