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Tag

stock picks

3 articles

U.S. Equities6d ago

GE Vernova Is Bernstein's AI Play: $200B Backlog and Data Center Tailwinds

Bernstein SocGen named GE Vernova its top alternative energy pick for AI infrastructure, citing a potential $200 billion backlog next year despite political headwinds on data center development.

U.S. Equities33d ago

Rogers Bets on Consumer Brands as AI Rally Cools

Ariel Investments founder John Rogers argues quality consumer and entertainment stocks are severely undervalued as investor focus narrows to artificial intelligence plays.

U.S. Equities41d ago

Iren, Nebius Lead Small-Cap Stock Rally Through 2027

Fund managers identify Iren and Nebius as key small-cap picks, projecting strong upside for the sector through 2027 on earnings recovery and attractive valuations.