The companies are among the opportunities he sees outside of the "Magnificent Seven" for his firm's growth strategy.
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This AI stock has a more visible path to victory than its hyperscaler peers.
The tech giant was on the shopping list we shared on Thursday.
We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
The bank believes gave a boost to the company following its earnings report that delivered strong guidance for 2026.
