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Editor’s Note: The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher question: Which ones deserve a place in your portfolio?
My colleague Luke Lango believes simply owning more AI stocks isn’t the answer. With opportunities emerging across chips, networking, energy, software and more, choosing the right mix is becoming increasingly important.
That’s why Luke, Eric Fry and I recently narrowed more than 200 recommendations down to roughly 20 stocks we believe stand out today.
We’ll unveil those picks and our recommended allocations in our AI Revolution Portfolio webinar on Wednesday, August 19, at 10 a.m. Eastern. You can sign up here to join us.






