Milan – The rapid adoption of generative artificial intelligence has boosted the market this year, but after the initial euphoria, investors are waking up to possible risks, such as the need to be highly selective in stock picking.
Businesses ranging from IT services and consulting to media, information and education are now under the scrutiny of portfolio managers to assess the potential for AI disruption.
The overall impact on corporate profitability is believed to be very positive. But analysts warn that there may be losers across Europe and the U.S. besides Nvidia and other clear winners in the chip space.
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