AI Boom 2.0: The Second Wave (INOD, BBAI, PLTR)

Zacks11-16 03:14

The stock market is selling off a bit this Friday morning, but don’t let that distract you from the long-term opportunities that are forming. The post-election buzz is wearing off, and I wouldn’t be ...

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The post-election buzz is wearing off, and I wouldn’t be ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-boom-2-0-second-191400766.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","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>AI Boom 2.0: The Second Wave (INOD, BBAI, PLTR)</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\">\nAI Boom 2.0: The Second Wave (INOD, BBAI, PLTR)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-16 03:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ai-boom-2-0-second-191400766.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is selling off a bit this Friday morning, but don’t let that distract you from the long-term opportunities that are forming. The post-election buzz is wearing off, and I wouldn’t be ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-boom-2-0-second-191400766.html\">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":"2NVD.UK","symbol_name":"2X NVIDIA ETP","start_time":0,"source_url":"https://finance.yahoo.com/news/ai-boom-2-0-second-191400766.html","article_id":"2483103533","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/Hcgm6z4NrLgX37QqYEaEEg--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/509b53f76244e8804f5926e00951dd43"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483103533","pubTimestamp":1731698040,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"The stock market is selling off a bit this Friday morning, but don’t let that distract you from the long-term opportunities that are forming. The post-election buzz is wearing off, and I wouldn’t be surprised if we saw a minor correction in the coming days and weeks. However, investors need not fear this period of volatility because it’s likely that the bull run is just getting started.Over the past week, I conducted a deep dive into historical periods with similar macroeconomic setups to today. I discovered something very interesting. Although I compared many different periods, the one that was most like today’s environment was the 1995/96 period.Another pair of lesser-known stocks that caught my eye are Innodata  and BigBear.ai , which boast Zacks","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","SNVD.UK":"LS -1X NVIDIA","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","NVDS.UK":"LS -1X NVIDIA","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","TSM":"台积电","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","INOD":"Innodata Inc","BK4576":"AR","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","CSCO":"思科","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","03145":"华夏亚洲高息股","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","NVDU":"Direxion Daily NVDA Bull 2X Shares","BK4554":"元宇宙及AR概念","VRT":"Vertiv Holdings LLC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","MSFT":"微软","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4548":"巴美列捷福持仓","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","BBAI":"BigBear.ai Holdings","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","PLTR":"Palantir Technologies Inc.","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","NVDA":"英伟达","3NVD.UK":"LS 3X NVIDIA","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC"},"translate_title":"人工智能热潮2.0：第二波（INOD、BBAI、PLTR）","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VRT":1,"TSM":1,"BBAI":1,"NVDA":1,"PLTR":1,"MSFT":1,"INOD":1,"CSCO":0.9,"NVD2.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"03145":0.6},"content_text":"The stock market is selling off a bit this Friday morning, but don’t let that distract you from the long-term opportunities that are forming. The post-election buzz is wearing off, and I wouldn’t be surprised if we saw a minor correction in the coming days and weeks. However, investors need not fear this period of volatility because it’s likely that the bull run is just getting started.\nOver the past week, I conducted a deep dive into historical periods with similar macroeconomic setups to today. I discovered something very interesting. Although I compared many different periods, the one that was most like today’s environment was the 1995/96 period.\nBack then, the economy was quite similar – stocks were at all-time high, the economy was growing nicely, employment was robust, the Federal Reserve was cutting interest rates after having raised them rapidly and even inflation was at almost the exact same level. And although there were certainly differences, there was one final similarity: the technology boom.\nToday, that boom is in the Artificial Intelligence industry and although it is practically the only thing Wall Street has talked about for the last two years, it may still be in the early stages. What’s especially interesting is that in the late 90s, there was an initial boom led by infrastructure players like Nvidia (NVDA) and Microsoft (MSFT), which was then followed by a second wave\nI think that a second wave is happening today in the AI market.\nWhat are the Next AI Stocks?\nI will be frank with you; it is difficult to pick out who will be the next wave of winners in the AI space. If we look back to the early 2000s tech boom, the first wave of winners were Microsoft, Intel and Cisco among others who were building the infrastructure. These stocks remained leaders throughout the bull market, but notably led the early days by laying the groundwork.\nToday’s version of the first wave winners, who are also likely to continue to lead are Nvidia, Taiwan Semiconductor (TSM) and Vertiv (VRT) among several others. Not only do these stocks still have reasonable valuations and strong projected growth, but they also boast Zacks Rank #1 (Strong Buy) ratings today, making them immediately attractive investments.\nSo where are the second wave winners? It will be important for us to keep our ears to the ground and remain tactical in searching for these stocks. Second wave winners in the 90s included Amazon, eBay, Yahoo, Qualcomm, Juniper Networks and many others. These were companies that were innovating on the new internet stack with software, platforms and further infrastructure offerings.\nThe first two names that jump out to me when looking for the second wave stocks are Palantir Technologies (PLTR) and C3.ai (AI). These two have been on many investors' radars but remain compelling opportunities, as both have Zacks Rank #2 (Strong Buy) ratings.\nAnother pair of lesser-known stocks that caught my eye are Innodata (INOD) and BigBear.ai (BBAI), which boast Zacks Rank #1 (Strong Buy) and Zacks Rank #2 (Buy) ratings, respectively.\nImage Source: Zacks Investment Research\nInnodata and BigBear.ai are Offering Innovative AI Solutions\nInnodata specializes in providing data engineering services with a focus on artificial intelligence (AI) and content management. The company supports major technology clients by enabling large-scale data annotation and AI model fine-tuning, particularly for large language models. Despite its modest size, it has managed to secure contracts with leading hyperscalers and technology firms. Innodata's focus on AI positions it well to benefit from the growing demand for advanced data solutions.\nInnodata’s most recent quarterly earnings report was extremely encouraging. Innodata achieved record quarterly revenue of $52.2 million, marking a 136% year-over-year increase. This robust growth was driven by expanded engagements with high-profile tech clients and strong demand for generative AI-related services. The company's customer base now includes five of the Magnificent Seven tech companies and a major AI research company.\nBigBear.ai operates at the intersection of artificial intelligence and decision support, offering data-driven solutions for the defense, government, and commercial sectors. The company provides predictive analytics, AI-powered simulations, and data visualization tools to support mission-critical operations. BigBear.ai is positioning itself as a leading player in the AI-driven enterprise and government services space, echoing the trajectory of companies like Palantir.\nAt its recent quarterly report, BigBear.ai secured a five-year production contract valued at $165.15 million to deliver the U.S. Army's Global Force Information Management – Objective Environment (GFIM-OE). This marks a continuation of its partnership with the Army, transitioning 15 legacy systems into a unified intelligent automation platform, aligning with the Army’s data-centric management vision.\nIt also secured a $2.4 billion shared contract with the FAA to provide cutting-edge IT and emerging technology solutions to the Federal Aviation Administration, expanding its reach into aviation tech. With these significant wins and a clear focus on large-scale, transformative AI projects for government and enterprise clients, BigBear.ai demonstrates its potential to follow the high-growth path of peers like Palantir.\nShould Investors Buy Shares in BBAI and INOD?\nThe stock market may be showing signs of volatility, but the AI sector's long-term growth trajectory is undeniable. As the \"Second Wave\" of the AI boom unfolds, identifying emerging leaders in this transformative industry is critical for investors. This wave of AI innovation is reminiscent of the late-90s tech boom. Just as Microsoft and Cisco built the internet’s foundational infrastructure, today’s leaders like Nvidia and Taiwan Semiconductor are shaping the AI landscape. But it’s the second wave of innovators—those leveraging AI foundations for unique applications—that could see explosive growth.\nThis wave of AI innovation is reminiscent of the late-90s tech boom. Just as Microsoft and Cisco built the internet’s foundational infrastructure, today’s leaders like Nvidia and Taiwan Semiconductor are shaping the AI landscape. But it’s the second wave of innovators—those leveraging AI foundations for unique applications—that could see explosive growth.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nC3.ai, Inc. (AI) : Free Stock Analysis Report\nInnodata Inc. (INOD) : Free Stock Analysis Report\nVertiv Holdings Co. (VRT) : Free Stock Analysis Report\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\nBigBear.ai Holdings, Inc. (BBAI) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.29.1","shortVersion":"4.29.1","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/2483103533"}