Companies like NVIDIA (NVDA), AMD (AMD), Microsoft (MSFT), and Google (GOOGL) have dominated the AI trade for the last three years as they built the foundation of the industry with their technology.
Now, that technology is being utilized by what I refer to as the “AI Services” Industry.
Names like IBM (IBM), CrowdStrike (CRWD), Salesforce.com (CRM), and Palantir (PLTR) are quickly rising to similar performances as they use the AI technology to benefit companies all over the world.
The transition is set to give investors a new chance at the type of gains that have been reserved only for the likes of NVIDIA, until now.
Two stocks are at the heart of the transition.
This post originally appeared at Money Morning.