New AI winners beyond Big Tech are set to emerge, UK fund manager predicts [CNBC]
Applied Materials, Inc. (AMAT)
Last applied materials, inc. earnings: 2/12 04:01 pm
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Source: CNBC
Pleydell-Bouverie warned keen AI investors to see that “you've got to build out this new compute infrastructure before you can monetize it.” This includes silicon chips, semiconductor equipment, the likes of Applied Materials, and firms responsible for laying underground cables and networks, she said. The AI revolution is “the biggest platform shift since electricity” and, as such, will bring investment opportunities in smaller tech firms that are climbing ever nearer to the Big Tech behemoths, according to one U.K.-based fund manager. “We're of the firm belief that the winners of this new technology cycle, that really started 18 months, two years ago with the ChatGPT moment [and the] AI revolution, these are not going to be the same winners as the last technology cycle,” Clare Pleydell-Bouverie, co-lead fund manager at Liontrust Asset Management, told CNBC's Arjun Kharpal last week. “We're really focused on the opportunities sat below the Magnificent Seven,” Pleydell-Bouveri
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AMAT
Earnings
- 11/14/24 - Beat
AMAT
Sec Filings
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- AMAT's page on the SEC website