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Three AI stocks to play if you want to look past the Nvidia hardware build-out - MarketWatch

1. Investor interest in AI centers on GPU installations by data centers. 2. Nvidia continues to lead the GPU market with significant growth potential. 3. Kornitzer emphasizes focusing on companies utilizing AI effectively. 4. Capgemini, SAP, and BayCurrent are prime examples in Kornitzer's portfolio. 5. European stocks present opportunities for diversification from U.S. equities.

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FAQ

Why Bullish?

Nvidia's leadership in GPU markets positions it favorably amidst rising AI demand.

How important is it?

The article discusses trends benefiting Nvidia's core business with strong AI relevance.

Why Long Term?

The ongoing adoption of AI technology will drive sustained demand for Nvidia's GPUs.

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