JPMorgan identifies 225 AI stocks off the market's radar
The bank's study mapped 2,636 companies exposed to the AI chain and reached 225 names that are still little explored, according to InfoMoney.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM INFOMONEY · 2 MIN
A global study by JPMorgan identified 2,636 companies exposed to the artificial intelligence chain, but most of them go unnoticed by investors. According to InfoMoney, after a more rigorous filter, the bank reached 225 shares that are still little explored by the market.
The clipping comes at a time of questioning. For about two years now, the market has been experiencing euphoria with AI, and investors have started to discuss how much potential for gains the topic still offers.
The survey points to a mismatch between exposure and visibility. According to InfoMoney, 73% of these companies are not part of AI ETFs or thematic baskets monitored by investors. Exposure to the topic exists, but it is left out of the most observed products.
After filtering revenue exposure and listening to sector analysts, the list came down to 937 stocks: 672 SMid Caps and 265 large caps. Within this set, 225 shares were considered new opportunities, with little attention from the market.
JPMorgan itself assesses that there is still room for gains in AI-related stocks, but that most of these opportunities may not be among the best-known names. The message suggests that the artificial intelligence thesis can be built outside the most visible group of companies.
From the perspective of those who defend an open market and fiscal responsibility, the central point is information. The more analysis gets into companies that are little observed today, the more the price tends to reflect fundamentals and not just popularity. This is an editorial reading, not a prediction.
What changes for the investor
The possible effect is a shift in attention from better-known names to smaller companies and to companies whose connection to AI is less obvious. This doesn't mean these stocks will go up. The list is a search filter, not a buy or sell recommendation, and it is up to the investor to assess risk, liquidity and the exposure they already have in their portfolio.
Automatically translated from Portuguese.
