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Stock impact report

Hot Picks: AI pullback opens door to three ‘buy the dip' opportunities, strategist says [BNN Bloomberg (Canada)]

nVent Electric plc Ordinary Shares (NVT) 
Last nvent electric plc ordinary shares earnings: 4/29 06:45 am Check Earnings Report
Company Research Source: BNN Bloomberg
Despite that slide, demand signals across the sector remain strong, with recent earnings pointing to continued investment and tight supply. BNN Bloomberg spoke with Ryan Modesto, CEO and portfolio manager at i2i Capital Management, who says sentiment-driven selling has created an opportunity for investors to build exposure to select AI-themed names. Key Takeaways Recent AI stock weakness has been driven largely by sentiment rather than deteriorating fundamentals. Demand for AI infrastructure continues to outstrip supply, with companies signalling strong investment plans in recent earnings. Nebius is positioned for rapid revenue expansion as large-scale cloud and AI contracts accelerate. Ouster stands to benefit from rising robotics adoption, where LIDAR sensors enable physical-world AI applications. nVent Electric is gaining momentum as its pivot toward data-centre and AI infrastructure drives growth and margin expansion. Read the full transcript below: ANDREW: Now i Show less Read more
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