Goldman warns these are the most crowded AI-related stocks
The enthusiasm around artificial intelligence has run up the prices for some stocks so high that investors are worried they are becoming overcrowded.
Source: cnbc.com
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Unlocking Value in AI Stocks: Strategic Insights Amidst Market Rotation - Cisco Systems (NASDAQ:CSCO), Coherent (NYSE:COHR), Lumentum Holdings (NASDAQ:LITE)
Despite concerns about a slowdown in AI projects, certain stocks like COHR, LITE, and CSCO are well-positioned for growth, according to JP Morgan.
Source: benzinga.com
Coherent (COHR) Q2 2024 Earnings Call Transcript
COHR earnings call for the period ending December 31, 2023.
Source: yahoo.com
Coherent (COHR) Q2 2024 Earnings Call Transcript
COHR earnings call for the period ending December 31, 2023.
Source: fool.com
Qualcomm (QCOM) Q1 2024 Earnings Call Transcript
QCOM earnings call for the period ending December 31, 2023.
Source: yahoo.com