Identifying the real opportunities in AI

Since the launch of ChatGPT-3.5 in 2023, artificial intelligence (AI) stocks have outperformed global equities. This year, volatility has made artificial intelligence valuations more attractive, particularly for stocks most-exposed to the sector. In this must-read ‘Opportunities in Artificial Intelligence’ report, Morningstar: • Outlines the case for investing in AI, discussing bull and bear scenarios, plus the potential bubble risks • Highlights the “hidden gem” equities that are highly-exposed to AI, as well as the stocks many AI fund managers favour despite limited exposure to the...