Apple, AMD, and Intel leading the AI ‘catch-up’ trade in the second half of the year, says Melius

Apple, AMD, and Intel leading the AI ‘catch-up’ trade in the second half of the year, says Melius

Melius Research has identified Advanced Micro Devices (AMD), Intel (INTC), and Apple as key players in the AI “catch-up” trade for the second half of 2024. Market analysts, Julie Hyman and Josh Lipton, are looking into these tech stocks based on insights from Melius Research analyst Ben Reitzes. Reitzes’ note discusses the potential for significant … Read more