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Dr. David Stubbs of AlphaCore Wealth Advisory says the core AI trade remains intact despite pressure on semiconductors and memory stocks. He believes GPU makers, hyperscalers and major companies adopting AI can continue to benefit from the buildout. Dr. Stubbs expects earnings to separate the winners from the broader AI pack and sees potential for M&A and consolidation across the space.

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AI’s Core Players Could Outlast the Semiconductor Selloff

Schwab Network

AI’s Core Players Could Outlast the Semiconductor Selloff