Overview
- Coverage underscores AI’s continued expansion as an investment theme that many see as still early in its growth cycle.
- Nvidia is presented as a leading buy based on GPU dominance across training and inference, fueling recent double- and triple-digit revenue growth and a three-year share gain of about 1,300%.
- Oracle is flagged as a cloud infrastructure beneficiary, with infrastructure revenue up 55% to $3.3 billion and a forecast for $18 billion this fiscal year, rising to $144 billion in four years.
- Retail-focused pieces highlight AI stocks trading under $10 as lower-cost entry points, particularly in automation and robotics, cybersecurity, and data analytics or cloud tools.
- Guides stress higher volatility and execution risk for low-priced names and urge due diligence on finances, product traction, partnerships, and market position.