From Yahoo Finance: 2025-03-29 18:58:00

1. Morgan Stanley identifies key trends in AI development for technology companies focusing on AI platforms for enterprise customers, including AI reasoning, cloud migrations, custom silicon, and more.
2. AI reasoning drives higher compute demand for semiconductors, requiring additional compute for advanced learning and decision-making, as stated by Morgan Stanley quoting chip executives.
3. Companies with large language models (LLMs) emphasize AI reasoning for enterprises, focusing on using effective chips and software to provide critical AI services, according to Morgan Stanley.
4. Upstart Holdings, Inc. (NASDAQ: UPST) sees analyst upgrades with an improved revenue outlook due to enhanced AI models for risk assessment and credit risk management.
5. Fred Alger Management highlights Upstart as a leading AI-powered lending platform using machine learning algorithms for accurate credit assessments, resulting in improved loan approvals and funding partnerships.
6. UPST ranks 7th in the list of best mid cap AI stocks to buy now, showcasing potential but with other deeply undervalued AI stocks offering more promising returns, according to Insider Monkey’s analysis.

Read more at Yahoo Finance: Is Upstart Holdings, Inc. (UPST) the Best Mid Cap AI Stock to Buy Now?