The U.S. and China are today's leaders in AI. These countries could be the next-stage champions.

Bank of America economists highlight South Korea and the United Arab Emirates as likely beneficiaries from both the build-out and adoption of artificial intelligence. The call is constructive but appears more thematic than near-term earnings-driven, implying modest potential upside rather than an immediate market re-pricing.

Analysis

Bank of America economists highlight South Korea and the United Arab Emirates as likely beneficiaries from both the build-out and adoption of artificial intelligence. The call is constructive but appears more thematic than near-term earnings-driven, implying modest potential upside rather than an immediate market re-pricing.