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AI Trade Positioning: What's the Next Move
Description
Nitin Sacheti examines the AI trade saying there are tangential segments of the global economy that will benefit from continued expansion. Nitin highlights the energy stocks as a group to watch as the demand for fueling AI data centers will come with a demand for more energy. He adds that some of the recent AI trade run-up can be pointed to Anthropic's Claude, with Mag 7 names like Alphabet (GOOGL) looking to keep up.
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