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Here's UBS' 4-part investing strategy to capitalize on the AI wave and drive gains in 2025


Published on 2024-12-15 06:41:07 - Business Insider
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  • Impact Link For UBS, a new year means a new AI investing playbook. It's only been two years since ... intelligence would involve allocating around 25% of an equity portfolio to stocks with a high degree of exposure to the technology," Haefele said.

The article from Business Insider discusses a strategic investment approach centered around the growth of artificial intelligence (AI) and its infrastructure needs. UBS, a major financial institution, has outlined a strategy for investors to capitalize on the AI boom by focusing on companies involved in data centers, which are crucial for AI development due to their need for extensive computing power. UBS predicts that by 2025, AI-related investments could significantly boost portfolio gains, with an estimated 10% increase in returns for those who invest in this sector. The strategy includes investing in companies that provide hardware, software, and services for data centers, as well as those directly involved in AI technology development. This approach not only highlights the expected growth in AI but also underscores the importance of the supporting infrastructure, suggesting that investors should look beyond just AI software companies to include those that enable AI's expansion.

Read the Full Business Insider Article at:
[ https://www.businessinsider.com/ai-investing-strategy-stocks-data-centers-portfolio-gains-2025-ubs-2024-12 ]