Story thread · 2 reports / 2 sources

‘Unique Opportunity’: Analyst Says Industrial Giant Wins ‘Lion’s Share’ of AI Chip Contracts at a ‘Mundane Defensive Valuation’

247wallst.com · 2h · first reportShare

A CNBC analyst says the world's largest industrial gas supplier is already locking up the contracts that will define the AI chip buildout, yet the stock is priced like a utility. Here is why that gap may not last.