Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Digital Infrastructure ETF"


2 mentions found


Some of the main winners of the AI boom will be stocks currently sliding under the radar. Across the road, ground has been broken on another data center. This specifically means data centers, which will be increasingly key for storing information as AI becomes more mainstream. On a single-stock basis, Digital Realty Trust — the only data center real estate investment trust listed on the New York Stock Exchange — has jumped 38% over the last year, while the Global X Data Center & Digital Infrastructure ETF has climbed 12%. Mortonson says it's difficult for software companies to build around AI.
Persons: , Ted Mortonson, Baird, we're, Goldman Sachs, hasn't, That's, Travis Miller, Miller, Mortonson, There's Organizations: Nvidia, Service, Goldman, Digital Realty Trust, New York Stock Exchange, X Data, Digital Infrastructure ETF, Bank of America, JPMorgan, Morningstar, Business, Software, Utilities Locations: US, Korea, India, Europe
Lauren Goodwin says investors should keep in mind that AI's eventual impact remains unknown. She said to invest thematically, focus on quality, and look at adjacent industries AI will rely on. Stocks like Nvidia and Microsoft — leaders in the AI space — have alone contributed to about 43% of the index's gains. "The excitement about generative AI has distracted investors from the possible risks of a looming recession," Goodwin said in a note on Tuesday. "The direct winners from AI technology may not be known yet.
Persons: Lauren Goodwin, Morgan Stanley, Goldman Sachs, Goodwin Organizations: Nvidia, Microsoft, New York Life Investments, Nasdaq Artificial Intelligence, Robotics, Intelligence, iShares Robotics, Companies, X Data, Digital Infrastructure ETF, Computing Fund
Total: 2