AI Trade Is ‘Dead Money’: Fidelity Strategist Warns $3.3 Trillion Buildout Is Inflationary With ‘Unknown Returns’
The AI trade has been 'dead money' for months, Fidelity's Jurrien Timmer said, even as hyperscalers keep spending billions.
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Park Ha Biological Technology Progressing Towards Full-Scale Preparations To Tap North American Market In Cooperation With Amazon
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Got $5,000? 2 Growth Stocks Building the Software Backbone of the AI Revolution
The article highlights Amazon and Palantir as two AI software companies positioned to benefit from the AI market's rapid expansion. Amazon's AWS provides cloud infrastructure and AI services like Bedrock and SageMaker, with additional upside from its Anthropic stake. Palantir offers data aggregation platforms (Gotham and Foundry) that enable AI application development. Both companies are expected to deliver strong revenue and earnings growth through 2028, though Palantir trades at a premium valuation.