CNBC · 7 Oct, 16:11 · Artificial Intelligence briefing

Dan Ives says AI buildout only in 3rd inning. Here are his top 5 plays from here

Jim Cramer’s guest, Goldman Sachs analyst Dan Ives, asserts that the artificial intelligence infrastructure buildout remains in its early stages, likening it to the third inning of a baseball game.

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

Jim Cramer’s guest, Goldman Sachs analyst Dan Ives, asserts that the artificial intelligence infrastructure buildout remains in its early stages, likening it to the third inning of a baseball game. He argues that significant investment and technological advancement are still ahead. Ives highlights five specific stocks as key plays for this prolonged growth phase, suggesting that the current market enthusiasm does not yet reflect the full potential of AI deployment. This perspective challenges the notion that the AI boom is peaking, instead positioning the industry for continued expansion and deeper integration across various sectors.

Employer demand for AI Strategy skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

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Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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