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Play the AI boom without the bubble risk via these ‘transition’ stocks, says Bank of America
Market Intelligence Analysis
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Why This Matters
Bank of America analysts recommend investing in defense, infrastructure, and transition materials to gain indirect exposure to the AI boom without taking on the risk of a bubble. This strategy aims to capitalize on the growing demand for AI without directly investing in AI-related stocks. The analysts believe these sectors will benefit from the increasing adoption of AI technology.
Market Impact
Market impact analysis based on bullish sentiment with 80% confidence.
Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term
Article Context
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Bank of America analysts suggest defense, infrastructure and transition materials represent the optimal indirect exposure to AI
Original article published by
Unknown
on January 16, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.