After Nvidia’s boom, what’s next for AI-related stocks?

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Financial Times 14h ago

After Nvidia’s boom, what’s next for AI-related stocks? - Financial Times

Quick Summary:

Investors have also already backed energy utilities, with nuclear providers Vistra and Constellation Energy both in the top 10 S&P 500 performers this year.

Companies highlighted by Kostin’s team recently include Datadog, MongoDB and Snowflake, which help companies manage cloud-based data and infrastructure.

So far, the companies that have done best in stock market terms are those such as Nvidia, which play a role akin to the sellers of shovels to speculators in a gold rush, facilitating the boom.