Sevens Report: AI Trade to Split as Winners and Losers Emerge
Tom Essaye tells Yahoo Finance the next phase of the AI trade will show sharp performance separation within the Mag 7, with Alphabet his top pick.
Breaking out the ‘selective scalpel’: Wall Street sees AI stock trade as intact
Sevens Report Research founder Tom Essaye told Yahoo Finance he expects to see winners and losers within the group heading into next year.
“I think we’re going to see some pretty massive bifurcation,” Essaye said.” The next evolution of this trade, where there are going to be winners and losers within the Mag 7.”
He said that his favorite stock is Alphabet because of the growth prospects for Google’s Gemini artificial intelligence product.
“I think companies like Oracle that are not overextended financially, but are sort of raising eyebrows with a lot of the spending that AI, I think that companies like that could struggle,” he added.
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