Investing.com -- Piper Sandler maintains a positive outlook on AI supply chain fundamentals despite ongoing market uncertainty, identifying two top picks in the chip sector heading into 2027. The broker expects compute companies to report slightly better results than consensus estimates, with demand visibility extending beyond two years and supply constraints persisting through 2028. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » All fundamental data points across the AI supply chain remain positive, according to Piper Sandler.
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