Outside of the U.S., the bank likes stocks including German retail platform Zalando and investment group Prosus. Similarly, Amazon stands to benefit from its web services platform which has "a unique vantage point" to offer a wide range of services to AI start-ups and enterprise customers, while its retail arm has the "largest e-commerce customer base worldwide (ex-China)," the analysts added.
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Both Google and Meta are already well-placed in the industry the former has over three billion Android users and millions of users across its apps, while Meta has four "mega apps," each with over a billion daily active users, the analysts said.
"The best companies in AI are likely to have a combination of: 1) distribution advantages, 2) strong technical AI prowess, 3) the resources to invest aggressively, and 4) a willingness to ship and execute," the analysts wrote. Stocks to watch Barclays named several stocks that it says screen well, including U.S. Taking this approach, we have created a framework that can be applied today to assess potential winners and losers as the AI theme plays out." In assessing stocks that could outperform (and underperform), the bank took into account factors including the amount of data companies have access to, the ease of replicating content and audience trust. Instead, we think the right thing for investors to do at pivotal times like today is to focus on previous major shifts in technology. "We think it's still too early to declare the AI (artificial intelligence) 'winners' and 'losers' in the consumer internet space. "The next few years could change the way traffic flows through the internet, and the market cap of many stocks," the analysts wrote in a Sept.
Outlining what they called "a framework for generative AI success," the bank analyzed possible opportunities and risks as generative AI is embraced around the world. Personal Loans for 670 Credit Score or LowerĪnalysts at Barclays have named consumer internet stocks set to do well - and badly - in an age of generative AI. Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit
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