Artificial intelligence (AI) was one of the driving themes in the market in 2024, powering a number of stocks to new highs. While there remains a lot of hype, AI is looking less like a fad and more like a huge technological shift.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Palo Alto Networks must execute well in a competitive market. Learn why PANW stock’s pricey valuation leads to a cautious outlook until a better price is found.

When investors discuss the artificial intelligence (AI) market, they often focus on GPU makers like Nvidia, generative AI software developers like OpenAI, AI-driven cloud giants like Microsoft, and data center and networking chipmakers like Broadcom.