Shopify, Alphabet and ServiceNow are among the companies that Adam Parker's firm says could get a revenue lift from using AI.
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Jefferies believes that retail companies adopting AI to increase product innovation and personalization are deepening their…
More investors are casting an eye toward non-tech companies.
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
Stocks such as Bank of America and EPAM Systems could benefit most from investing in AI productivity, according to Goldman Sachs.
Shopify is up about 50% year to date and reached an all-time high in October.
This AI stock has a more visible path to victory than its hyperscaler peers.
