You won’t believe the ASX laggard named as a potential AI winner
A new study of companies ranked for the importance of the technology to their investment case has identified a beaten-up liquor giant as a potential winner.
There are four ways to play the artificial intelligence boom, according to Morgan Stanley.
You can stick with the obvious leaders, whose businesses are at the centre of the boom and have clear pricing power. You know all the names: Nvidia, Microsoft, Apple, Amazon, Meta Platforms, Alphabet, Broadcom, and TSMC.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
