From Investing.com:

Goldman Sachs analysts forecast continued outperformance for AI beneficiaries in 2024, highlighting companies such as Arista Networks and Dell Technologies. Bank of America is bullish on Nvidia’s genAI dominance, but DA Davidson expresses concern over the level of investment in generative AI beyond 2024. Morgan Stanley analysts believe AI regulation in the United States is still in the early stages. 2023 AI beneficiaries MongoDB and Palantir Technologies saw their ratings cut due to overhyped valuations. William Blair initiated research coverage on UiPath with an Outperform rating.



Read more: Two major 2023 beneficiaries downgraded By Investing.com