The "Explosive" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit

Marketwatch2023-03-30

The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

sunflower19
2023-03-31
sunflower19
Nice
xiaobaii
2023-03-31
xiaobaii
like & comment please
Longs
2023-03-31
Longs
👌🏼🙏🏼
- xiaobaii:
  like & comment please
lyj1999
2023-03-30
lyj1999
Good like
HH浩
2023-03-30
HH浩
I like chatgpt
- lyj1999:
  ooo
Sandman6624
2023-03-30
Sandman6624
I

Leave a comment

122

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2323719875?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-03-30 23:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2323719875","market":"us","top_or_hot":-1,"title":"The \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit","media":"Marketwatch","content":"<div>\n<p>The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click\">Source Link</a>\n\n</div>\n","source":"mwatch_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click","article_id":"2323719875","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2323719875","pubTimestamp":1680191344,"sourceInfo":{"source_id":"mwatch_stock","name":"Market Watch"},"weMediaInfo":null,"summary":"The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for compani","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉","AI":"C3.ai, Inc.","GOOG":"谷歌","AAPL":"苹果","MSFT":"微软"},"translate_title":"“爆炸性”的人工智能趋势将会持续下去。这些股票将会受益","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":1,"AAPL":0.9,"GOOG":0.9,"MSFT":0.9,"TSLA":0.9},"content_text":"The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many other innovative technologies that have relatively short hype cycles,” such as the metaverse, “we believe generative AI may enjoy a longer cycle,” D.A. Davidson analyst Gil Luria told MarketWatch. “The rate of innovation around it right now is explosive, and that should continue as a wide series of products are introduced and transformed.”Shares of companies big and small, and across industries, have gotten a lift from AI involvement this year, as Wall Street has rushed to get in on the latest craze. In a way the frenzy is reminiscent of older investment fads, such as when companies tried to market themselves as blockchain plays amid the late 2017 cryptocurrency boom, though AI has already proven itself able to offer tangible benefits to businesses.But while AI had the potential to make a “meme stock” earlier in the year, helping to take shares of BuzzFeed Inc., on a wild winter ride after the publisher announced plans to integrate technology from ChatGPT creator OpenAI into its content, Wall Street’s fascination with the theme has become more targeted. BuzzFeed shares, which rallied about 300% during one January stretch, are now trading below they were before that big run-up.With so many businesses touting their AI credentials, the biggest winners could be the companies that live and breathe the technology. While BuzzFeed’s stock has given back its AI-fueled gains, shares of C3.ai Inc., a software company that develops AI applications for a host of sectors, have held up better.The stock has rocketed 132% so far this year, with the company counting organizations including Shell PLC, energy company Baker Hughes Co. and the U.S. Air Force among its customers. The S&P 500 index is up only 4.9% over the same span.“We believe there are only two publicly traded companies that will see the impact of this revolution on 2023 results,” D.A. Davidson’s Luria told MarketWatch. Those are Microsoft Corp., and C3.ai.Microsoft, which has integrated ChatCPT into parts of its business, saw its shares ride to their best week in nearly eight years earlier in March, fueled partly by the ChatGPT buzz. Back in January, Microsoft announced a multiyear, multibillion dollar investment in OpenAI, setting the stage for a prominent AI battle with Alphabet-owned Google GOOG, +0.53% GOOGL, +0.36%, which recently opened up access to its rival AI offering, Bard.For Microsoft, the immediate benefit is from the share gains in Bing, according to Luria. “For every point of share they take they will get an incremental $0.10 a share of earnings,” he said, noting that Microsoft’s Azure cloud business is also a winner. “We believe the Azure business will gain share this year as practically all OpenAI and related volumes will happen on Azure.”By 2025 at the latest, he sees the potential for 45 cents to 50 cents in earnings upside fueled by AI tie-ins with Azure.C3.ai, which makes AI software used by manufacturing, government, financial services, oil and gas and defense companies, is touting the ability of its “generative AI” technology to integrate with AI technology from OpenAI and Google.The company cited “substantially improving” market sentiment alongside its early March earnings report, and it’s been garnering positive attention from analysts. Earlier this month D.A. Davidson analyst Luria reiterated his buy rating and $30 price target, citing the potential for C3.ai’s “generative AI” products to increase enterprise adoption of AI.“We believe their new generative AI product will drive an acceleration of growth by the end of the year,” Luria told MarketWatch. “C3 has been cultivating AI-based relationships with corporate customers for years and we believe generative AI will be the killer app that capitalized on these relationships.”AI momentum is building in the field, according to Wedbush analyst Dan Ives, who raised his C3.ai price target to $24 from $13 earlier this month. “The company continues to experience increased demand for its AI solutions that are designed to increase a range of applications across industries fueling tailwinds in the market,” he wrote in a note to clients.There can be no doubts about C3.ai’s focus as “it has AI in its name,” said Rishi Khanna, the CEO of Stocktwits, a social platform for investors and traders. He wonders whether other companies will rebrand to follow C3.ai’s lead.“We saw it in the dot-com days, and with crypto, where people were putting it in their names. Does this become a fundraising/capital raising tool?” he asked.Khanna told MarketWatch that he’s seen “this AI theme blend across asset classes.” Not only have cryptocurrency and technology players hopped on the bandwagon, but also bigger companies in a variety of industries have sought to make it known that they’ve found ways to integrate AI into their businesses.Beyond C3.ai, other presumptive AI beneficiaries are prominent enough that they don’t need to stick the theme in their names for investors to understand their potential with the technology.Stocktwits’ Khanna sees chip giant Nvidia Corp. as a beneficiary of the AI boom, noting that the company’s specialized AI chip accounts for the majority of the high-end AI market.Nvidia’s stock has risen 85% so far in 2023, and is heading for its best quarter in more than two decades. After losing its luster last year as the stay-home economy cooled, Nvidia’s stock is trendy once again, with analysts hyping up the chipmaker’s unique AI potential.“AI requires a new computing platform; Microsoft and Nvidia are early leaders and great partners in building one helped by OpenAI,” wrote Oppenheimer analyst Timothy Horan in a note to clients this week. “NVDA is plumly positioned with what are widely regarded as industry leading GPUs [graphics processing units], leveraging an extensive AI software stack that will work to gain AI wallet/compute share in the cloud.”D.A. Davidson’s Luria notes that it could be some time before we see the broader impact of the AI revolution beyond the immediately apparent beneficiaries. Many other companies and industries will be transformed, he told MarketWatch. “But it may take months and years before we know who else will benefit,” he added.But as investors salivate over the potential of AI, some regulators and technologists worry the craze is generating steam too quickly. The Federal Trade Commission recently warned companies against relying on unfounded AI hype in their marketing. And high-profile figures including Tesla Inc. CEO Elon Musk and Apple Inc. co-founder Steve Wozniak just signed on to an open letter causing for a pause on advanced AI development due to the risks posed by AI systems with human-competitive intelligence.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9941624454,"gmtCreate":1680218616678,"gmtModify":1680218620229,"author":{"id":"4106158448616940","authorId":"4106158448616940","name":"sunflower19","avatar":"https://static.itradeup.com/news/f2b81b440927ad671cd053689e3da178","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941624454","repostId":2323719875,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9941622738,"gmtCreate":1680216554224,"gmtModify":1680216558050,"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"like &amp; comment please","listText":"like &amp; comment please","text":"like & comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941622738","repostId":2323719875,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9941661800,"gmtCreate":1680194396201,"gmtModify":1680194399828,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941661800","repostId":2323719875,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":106176174,"gmtCreate":1680216567092,"gmtModify":1680216570381,"authorId":3571345352614779,"author":{"id":3571345352614779,"authorId":3571345352614779,"name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9941661800,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">like &amp; comment please</span>","text":"<span class=\"s1\">like &amp; comment please</span>","html":"<span class=\"s1\">like &amp; comment please</span>"}],"langContent":"EN"},{"id":9941680769,"gmtCreate":1680189287452,"gmtModify":1680189291036,"author":{"id":"3583137839879179","authorId":"3583137839879179","name":"lyj1999","avatar":"https://static.tigerbbs.com/5d7368738bf169cbe1003cad31acb204","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good like","listText":"Good like","text":"Good like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941680769","repostId":2323719875,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9941618702,"gmtCreate":1680187765506,"gmtModify":1680187769427,"author":{"id":"3582015516749888","authorId":"3582015516749888","name":"HH浩","avatar":"https://static.tigerbbs.com/2639351c97027c6f71c4d9729ef216d8","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"I like chatgpt","listText":"I like chatgpt","text":"I like chatgpt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941618702","repostId":2323719875,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":106174302,"gmtCreate":1680189297601,"gmtModify":1680189300805,"authorId":3583137839879179,"author":{"id":3583137839879179,"authorId":3583137839879179,"name":"lyj1999","avatar":"https://static.tigerbbs.com/5d7368738bf169cbe1003cad31acb204","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9941618702,"type":1,"supId":0,"prevId":0,"content":"<u>ooo</u>","text":"<u>ooo</u>","html":"<u>ooo</u>"}],"langContent":"EN"},{"id":9941613712,"gmtCreate":1680186981337,"gmtModify":1680186984970,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941613712","repostId":2323719875,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":122,"commentSize":6,"repostSize":7,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.0","shortVersion":"4.24.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2323719875"}