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The article discusses how equity investors are shifting their focus from traditional AI leaders to less obvious beneficiaries of the technology boom. This shift is driven by concerns over the sustainability of gains in AI giants, geopolitical tensions, and changes in global monetary policy. Investors are now turning towards smaller stocks and defensives that had previously lagged behind.
The spotlight is now on sectors beyond tech and communications, such as utilities, power supply, equipment, renewables, copper, and data centers, as potential AI winners. Companies like Nvidia Corp, Dominion Energy Inc, General Electric Co, and Vestas Wind Systems A/S are highlighted as beneficiaries of the AI trend. Additionally, the article mentions the potential for end-user companies like Deere & Co and Paccar Inc to leverage AI for business optimization.
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Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.
Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.
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