It's been a decent year for the S&P, up more than 7%, but according to SACGen,

it's actually due to AI, saying that the index would be down 2% on the year

if not for some popular AI names.

Steve Kovacs looking into some under the radar

AI names on Tech Check today. Hey Steve? Hey there, yeah Carl, so we talk a lot

about the Giants in AI, Microsoft Google, Invidia, and so on, but this morning

getting some bullish calls on a handful of under the

radar AI companies. First up Morgan Stanley highlighting education company

Pearson. Shares weakening a bit following Chegggs warning on AI last week,

but Morgan Stanley arguing shares can move higher if large language AI models

are built on reliable data from Pearson.

The message here, AI can be a boon for companies like Pearson, not a disruptor.

Next up we have Getty Images, City Bullish, on the partnership with Invidio,

where it can offer text to image or video capabilities

to Getty's library.

Now, they have a price target of $8 and is trading

around $6 right now.

And let's move on to concentrics,

which works with companies on customer engagement.

Fear being around this name that Chatbots can replace a lot of what Concentric does,

but Bank of America analysts seeing opportunity here, Geneterve of AI, more likely to be used

as a tool and not a replacement.

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