YahooAugust 13, 2026 at 1:20 PM NY22 days ago
Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners
A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture the real windfall from a $5 trillion infrastructure rebuild.
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