AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
All content for Investing in Intelligence: AI Stocks and Options is the property of Investing in Intelligence and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV)
Investing in Intelligence: AI Stocks and Options
33 minutes
1 year ago
Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV)
Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock investment. Oh ya, and move over Waymo. Serve Robotics' (SERV) Wall-E food delivery robot is here to take the crown in AI autonomy.AI Stocks Discussed:...
Investing in Intelligence: AI Stocks and Options
AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
