Technology Segment in Focus: AI Stocks and the Future of IT Investments

After a slight decline in the major US stock indices at the beginning of the week, Nvidia came under particular pressure, affecting the entire technology sector. Investors are currently focusing on an upcoming inflation report, expected to be released within the week. Despite the recent setbacks, the outlook for technology stocks remains promising. BlackRock predicts that investments in infrastructure and cybersecurity, in particular, will shine in 2025. Jay Jacobs, Head of BlackRock's U.S. Thematic and Active ETFs, sees the rise of artificial intelligence as a driving force. Jacobs emphasizes the importance of secure data storage and processing through enhanced IT infrastructure protection. The importance of physical infrastructure remains essential to support often intangible technologies in everyday life. Not only the major tech giants will succeed in the sector, but companies in the semiconductor and data center sectors could also benefit from this trend. AI ETFs offer an attractive way to invest more broadly in this theme and diversify the risk of individual investments. In conclusion, Jacobs points out that it is not enough to identify only the obvious market leaders to achieve long-term success. The list of promising AI stocks was compiled from a selection of various news articles, stock market analyses, and press releases and is also becoming increasingly popular among hedge funds.