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home / news releases / ANEW - The Second Wave Of The AI Investment Theme

ANEW - The Second Wave Of The AI Investment Theme

ProShares MSCI Transformational Changes

2024-03-11 13:00:00 ET

Summary

  • We are one year into the generative artificial intelligence investment theme.
  • In our view, this is how the second wave of the AI investment theme is likely to play out: The beneficiaries will be identified more broadly and with greater discernment.
  • We believe the “Magnificent Seven” is likely to become the “Magnificent Two or Three” as the truly big tech-sector winners of the trend consolidate their positions and the also-rans get down-rated.

By Shannon L. Saccocia, CFA

The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it....

For further details see:

The Second Wave Of The AI Investment Theme
Stock Information
Company Name: ProShares MSCI Transformational Changes
Stock Symbol: ANEW
Market: NYSE
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