A former software engineer who’s betting on leading AI stocks at a $1.6 trillion firm says pullbacks will be incredible buying opportunities, and shares 6 under-the-radar picks

• Nvidia’s stock continues to surge, up 64% this year, driving positive investor sentiment.
• AI is creating a new business cycle, says Franklin Equity Group’s CIO.
• Smaller-cap companies like Snowflake, Mongodb, and Monolithic are promising AI investments.

Despite dashed hopes of early rate cuts, growth stocks like Nvidia continue to make new highs. The stock, up by over 58% this year, has kept investor sentiment positive and helped pull up similar names within its sector.