"Our subsector coverage includes Online Advertising, eCommerce/Rideshare/Food Delivery, and Online Travel. We look at key themes across each subsector, the impact of AI, and company-specific product initiatives to identify the most compelling investment themes and stocks... We are particularly bullish on the online advertising space broadly, driven by several themes, most notably AI driving more user engagement, better advertising efficacy, helping expand the addressable market, and on the cusp of benefiting from a wave of customer acquisition spending from AI native companies,"
"As we enter the fourth quarter, not even a government shutdown appears capable of derailing the stock market's current upward trend. The S&P 500 is up 14% year-to-date, while the tech-centered NASDAQ is up 18%. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence."
Stocks have rallied into the fourth quarter, with the S&P 500 up 14% year-to-date and the NASDAQ up 18%. Technology is leading gains and drawing analyst focus on AI-driven shifts in digital business models. Mizuho analyst Lloyd Walmsley emphasizes subsector coverage of Online Advertising, eCommerce/Rideshare/Food Delivery, and Online Travel, assessing AI impact and company product initiatives to identify investment themes. Walmsley is especially bullish on online advertising, citing AI-driven user engagement, improved advertising efficacy, addressable market expansion, and imminent customer-acquisition spending from AI-native firms. He singles out Alphabet and Amazon as top Magnificent 7 stock picks.
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