We believe AI saving are going to help drive equities higher through 2026. The first quarter has seen disruption fears drive software stocks lower, though we believe moving forward a more bullish bias will emerge around AI benefits. The 4 stocks looked at today aren’t necessarily ones that first spring to mind when talking AI, but ultimately it could save them 100s of millions:
- Today we believe QBE and IAG attractive buys aided by the AI tailwind.
- We also like WOW and TLS but would be patient after they benefitted from a “risk-off” tone through markets due to the war.
