Wall Street may be underestimating the potential for one major investing area to underpin generative artificial intelligence models: data.
Now, as Wall Street has begun evaluating the secondary and tertiary winners of this long fight, investors may want to search for the data companies that also could triumph.
Finding the data winners Engineers rely on data to train AI models, improve their performance and create a productive and relevant technology used by millions of consumers.
"Right now, AI for them is an expense because they've got to train the models," he said.
The median Wall Street price target on Oracle implies about 24% upside for the stock, which has already jumped 28% in 2023.
Persons:
Raimo Lenschow, Paul Meeks, they've, Meeks, Snowflake, Michael Bloom
Organizations:
Nvidia, Microsoft, Nasdaq, Barclays, Solutions Wealth Management, Oracle, ServiceNow, Intuit, Companies, HSBC
Locations:
Salesforce