Utilities might be the next AI play for patient investors

Certain emerging markets, such as Korea, are fading from the spotlight after a strong run in the first half of the year.  While there's always a chance of re-emergence, it does look like some of the most obvious plays on the artificial intelligence (AI) theme, and the companies with healthy competitive moats, may have been wrung dry by investors.  AI's impact on the market has so far come in stages: first, the companies innovating, then those making the materials essential to the innovation.  It seems natural to look at what might be next: we've identified utilities and infrastruct...