Some of the world's biggest money managers are looking outside the US for the next wave of AI winners.
At a time when global euphoria around AI has caused a three-fold jump in Nvidia Corp. and a 50% jump in a key US index for semiconductor makers in less than a year, investors are turning to emerging markets for better value and a greater range of options.
The asset management division of Goldman Sachs Group Inc. said it is specifically looking for stakes in makers of AI supply chain components such as cooling systems and power supplies. JPMorgan Asset Management favors traditional electronics makers becoming AI leaders, while investment managers at Morgan Stanley are betting on players where AI is changing business models in non-tech sectors.
CRM offers the perfect option chain for put options...
At a time when global euphoria around AI has caused a three-fold jump in Nvidia Corp. and a 50% jump in a key US index for semiconductor makers in less than a year, investors are turning to emerging markets for better value and a greater range of options.
The asset management division of Goldman Sachs Group Inc. said it is specifically looking for stakes in makers of AI supply chain components such as cooling systems and power supplies. JPMorgan Asset Management favors traditional electronics makers becoming AI leaders, while investment managers at Morgan Stanley are betting on players where AI is changing business models in non-tech sectors.
CRM offers the perfect option chain for put options...
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