The top investing story of the day is Nvidia Corp.’s (NASDAQ: NVDA) solid first-quarter results, accompanied by a hard-to-believe second-quarter revenue outlook that was 50% higher than the Wall Street estimate. Given some comments from CEO Jensen Huang on the conference call following the earnings release, the AI revolution is about to pour $1 trillion into the pockets of suppliers to data centers.
These include chipmakers like Intel, software providers like ServiceNow and semiconductor equipment makers like ASML, but there are a few companies that investors believe are going to benefit more than others. Here is a look at four of them, plus one that is likely on the way.
This post appeared at 24/7 Wall St.