Proprietary AI investing dashboards flagged consumer discretionary stocks in early June, anticipating sales rebounds post-inflation adjustments—a move that added an average portfolio gain of 2% across monitored accounts. Nvidia has been the king of AI investing since the start of the AI arms race. Its graphics processing units (GPUs) have become the computing unit of choice for training AI models due to their incredible flexibility and best-in-class performance. Nvidia is one of the companies most likely to benefit from increased AI spending, and if you don't own shares of Nvidia, now is not too late. But, Bezos said industrial bubbles are “not nearly as bad” as other bubbles. In the last trading week, AI investing models identified undervalued mid-cap biotech stocks, leading to a sector-wide rally of 3.7%. Such algorithmic detection is becoming common among institutional traders seeking alpha in niche industries.