Wall Street Looks Beyond Nvidia for Next AI Winners in Emerging Markets
• Global investors looking beyond Nvidia for emerging market AI winners with better value
• Goldman Sachs favoring manufacturers of AI supply-chain components like cooling systems
• JPMorgan betting on traditional electronics makers morphing into AI leaders
• Morgan Stanley targeting non-tech companies adopting AI to enhance earnings
• Emerging markets offer faster earnings growth - 61% increase forecasted vs 20% in US