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☆ Here are the top AI picks for 2024 from Baird
  + stars: | 2024-03-05 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +3 min
To try and offer up some alternate names, Baird released an updated 2024 edition of its stock picks targeting top ideas in artificial intelligence and machine learning in a 34-page report out Tuesday. "While the implications of AI vary across sectors, we collectively believe the AI tidal wave is still in the early innings," a team of analysts led by Tristan Gerra wrote. Another name Baird recommended was cloud cybersecurity firm Cloudflare , which surged last month after topping analyst expectations in its fourth quarter. "Though AI's impact on NET's revenue is still unfolding, the company is strategically positioning itself for the shift from AI training to inference," wrote Baird analyst Shrenik Kothari. "Cloudflare's focus on connectivity for AI applications and the optimization of its network for diverse AI use cases showcases its commitment to facilitating AI adoption and exploring new monetization avenues as the AI landscape evolves."
Persons: Baird, Tristan Gerra, Pinterest, Colin Sebastian, BofA, Shrenik Kothari, Marc Benioff's, Goldman Sachs, Goldman, Kash Rangan, — CNBC's Michael Bloom Organizations: Nasdaq, Nvidia, Micro Computer, Apple, Bank of America, Wall Street, TAM
☆ This cybersecurity stock could be one of the next under-the-radar A.I. plays, analysts say
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
But don't underestimate Palo Alto Networks as one of the next big AI plays, at least in the enterprise space, some analysts say. Analysts this week highlighted the cybersecurity provider and its central AI role on the heels of a strong earnings report and guidance lift that pushed shares up more than 12% during Wednesday's trading session. The drive for AI resources has overtaken Wall Street in recent weeks after the blowout launch of ChatGPT in late 2022. During an earnings call with analysts this week, CEO Nikesh Arora commented on Palo Alto Networks AI push, calling the software company one of the "best positioned" to utilize machine learning to enhance security. Along with a slew of cybersecurity and software names, Baird's Shrenik Kothari also named Palo Alto Networks a top AI pick , citing its use of machine learning to detect and respond to security threats.
☆ These companies stand to benefit from the A.I. 'tidal wave' overtaking Wall Street, Baird says
  + stars: | 2023-02-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Since the launch of ChatGPT last year, analysts and tech enthusiasts can't seem to stop talking about artificial intelligence. But the Xbox maker is far from the only company poised to benefit from the AI "tidal wave" overtaking the investing community, according to Baird. The firm highlighted 50 artificial intelligence and machine learning stocks across sectors positioned to capitalize on AI mania in a Tuesday note to clients. For years, both companies have employed artificial intelligence and machine learning to enhance their products. Software stocks Adobe and Salesforce also made the cut along with payrolls services company ADP .
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