From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI Jed Ellerbroek points to Nvidia (NVDA),...
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From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL).
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