AI adopters trade gaining steam; top stocks in AI adoption sectors
Wall Street strategists are shifting focus from AI spenders to adopters, favoring companies benefiting from AI use. Michael Hartnett notes bond vigilantes are curbing AI capex growth. Rich Privorotsky highlights AI disruption and sees gains in corporate margins, favoring equal-weight S&P and emerging markets. Top AI adoption sectors include Financials, Industrials, Healthcare, and Retail, with stocks like Nutex Health, GRAIL, and Amazon among the top-rated by Quant Rating.
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