Beyond Big Tech: 6 other stock picks that are leveraging AI

Lopez Research founder Maribel Lopez joins Market Catalysts host Julie Hyman to explain how investors can invest in artificial intelligence (AI) beyond just Big Tech and infrastructure.

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Video Transcript

00:00 Speaker A

We know about the infrastructure play, which is all of these um companies that you're talking about. As an investor, if you want to then sort of take the next step to use case, um where do you even look right now? Because it still feels early and I I know there's sort of a lot of confusion about where where it is going to manifest.

00:24 Speaker B

Yeah, where we're seeing actually AI being adopted in the enterprise is um, what I would call some of the very easy, uh straight-up use cases. Like if you look at the customer service, customer experience uh market right now, there's a tremendous opportunity to leverage AI to do better experiences, to add AI into those product portfolios. Uh, so we're looking at companies like Nice, uh, 59, ServiceNow, um, Zendesk, you know, all of these have presence within organizations, they're leveraging that AI, they have an opportunity to either deepen that relationship or have AI incremental revenue add on at this point.

01:16 Speaker B

We're also seeing the same thing happening in the networking category. So if you look at all of the people uh that are in the category of the Ciscos, the extremes, the uh Palo Altos, there's definitely opportunity for those style companies because they can prove value when they add ROI, um ROI with AI to their portfolio. So we're seeing some opportunities there from the enterprise buy, but it's still early days. Most of what we hear about in the enterprise is that, you know, these 90 to 95% failure rates. It's not that dire, uh but we still need to actually tie AI to a return on investment use case. And the only company that's really been talking a lot about that and doing well with that dialogue right now is Microsoft because they've had extreme success in their co-pilot launches.

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