Daily roundup of research and analysis from Scott Barlow
The global electrical power analysts at RBC Capital Markets outline lower-risk ways to play the AI-driven growth in datacenters,
Citi strategist Chris Montagu follows 93 investment themes covering more than 5,000 listed stocks. His monthly report on the relative attractiveness of these themes was published overnight, The top five themes are now cyber security, risky business , mobile payments, smart home and cloud computing. Bottom themes are DNA/genetics, electric vehicles, biofuels, agriculture demand and climate change.Goldman Sachs chief U.S. equity strategist David Kostin notes that professional money managers are asking the AI winners to show them the money, as summarized in Goldman’s Briefings report,
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