Barclays analysts highlighted a dozen overweight-rated stocks that it views as best-positioned to capitalize on higher-than-expected AI spending next year.
The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.
F.L.Putnam's chief market strategist Ellen Hazen is nearly certain an AI bubble will happen, but recommends TSMC as one of the best ways to play the trade.
Analyst Jeffrey Wlodarczak cited continued momentum in Google's core business lines and said the company appears to be "winning everywhere" across the AI stack.
Veteran tech analyst Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their GPU partnership.
Citigroup's "AI at a Reasonable Price" basket offers an avenue for individuals into AI using a diversified set of stocks, such as Meta, Eaton and Adobe.
