New winners: why the AI trade is shifting and where to invest now
Sharemarkets are flatlining as the price of oil moderates a little but bond yields remain high. Big US tech dipped overnight, but strong results from Lumentum, Carnival, Oracle and others ameliorated market losses. We're clearly seeing more divergence in the AI trade, as investors become more selective, zeroing in on promising segments and even legacy sectors getting an AI glow up.
Today's watchlist: Megaport, Bloom Energy, Codan
Check out these stocks: www.moomoo.com/quote
The skinny
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