Software stocks have been hit by fears of competition from artificial intelligence but these five companies can thrive in the AI era, according to Oppenheimer analysts.
Amazon (NASDAQ:AMZN) may be the dominant e-commerce retailer that’s pushed big retail to adapt or crumble under pressure, but with the firm now boasting a $2.6 trillion market cap, it isn’t the same growth star it used to be.
Constellation Energy is a leading producer of carbon-free electricity. The company has secured long-term power purchase agreements with major hyperscalers like Microsoft and Meta Platforms.