"The tech and AI trade has grown a bit chppier in recent years, in some places more than others. Of course, the semiconductor stocks have been blasting off in recent weeks (led by the memory chip makers and the semiconductor equipment plays), with the momentum showing few signs of slowing down. But not every AI play has been picking up traction, and with the Magnificent Seven stocks moving in different directions, it certainly seems like a new class of high-tech leaders is emerging"
"Gemini 3.0 was praised by many, and while the model, as well as ChatGPT-5.2, which was released shortly after, have improved vastly since the days of GPT-3.5, I do think that 2026 could include more surprises as agentic AI looks to hit some sort of inflection point while robotics and physical AI looks to mark the next biggest leap in the AI revolution."
Tech and AI trading has grown choppier in recent years while semiconductor stocks have rallied, led by memory chip makers and equipment suppliers. Not every AI investment has gained traction, and the Magnificent Seven are moving in different directions, suggesting new high-tech leaders. Major model advances since GPT-3.5 have been incremental despite improvements in Gemini 3.0 and ChatGPT-5.2. Agentic AI could reach an inflection point in 2026, and robotics and physical AI promise a potentially transformative next phase. Nvidia appears richly valued by some measures, while Arm Holdings presents relative-value appeal after recent share weakness.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]