Super Micro Computer vs. Lumen Technologies: Wall Street Says to Sell One of These AI Stocks and Hold the Other

The excitement behind artificial intelligence has driven the market to all-time highs. Any company that can tie its business to the future of artificial intelligence has seemingly done well, promising huge demand for its products or services from a new and untapped market.But as valuations have soared, the short sellers have moved in, trying to find stocks that can't live up to the promise or hype. Short sellers have honed in on the computer server and cloud provider Super Micro Computer (NASDAQ: SMCI) and the telecommunications company Lumen Technologies (NYSE: LUMN). Wall Street analysts are telling investors to sell one and hold the other. Let's take a look.Lumen Technologies runs one of the largest interconnected fiber-optic cable companies, which powers high-speed internet, cable television, and phone services for consumers and businesses. Lumen's stock has shot up about 250% this year, largely due to the belief that its fiber-optic network will serve as critical infrastructure in connecting data centers needed to power artificial intelligence. Lumen in August reported that demand for AI has led to $5 billion of new business.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool