Evercore ISI is calling out its top artificial intelligence enablers, adopters and adapters as the technology's prominence transforms businesses and the world. The promise of AI has fueled an uptick in shares linked to the technology, with blowout quarterly results from Nvidia in May arousing even more excitement among investors.
mountain Shares year to date Shares surged nearly 8% on the back of the report, while EPS expectations are up more than 4% on a 12-month forward basis. Booking's stock has surged nearly 60% this year as consumer travel continues its rebound. A handful of semiconductor and software stocks also were included, along with Nvidia. EPS estimates for Arista Networks have risen more than 5% since the end of May and nearly 20% on the back of strong earnings and optimistic guidance.