Market Decode: How to add AI to your portfolio
Artificial intelligence is a game-changer, improving productivity and potential profits across many sectors. But how do investors gain exposure to its potential? Watch our video for ideas.
FOUR COMPANIES ALONE have committed $364 billion to AI investment in fiscal year 2025. That capital is being used to fund everything from data-center construction to chips, power development and more. “That’s not hype — that’s infrastructure,” says Ariana Chiu, wealth management analyst for the Chief Investment Office, Merrill and Bank of America Private Bank. There’s no doubt this new technology has the power to transform companies across the board, but is the time right in the AI buildout cycle for individual investors to seek exposure to its potential? And how can they consider gaining exposure today?
In the video above, Chiu looks at the ripple effects of this massive capital mobilization — pointing to potential investment opportunities in areas such as industrials and utilities — as well as the risks that could hamper growth. “As we look further ahead,” Chiu says, “investors may want to keep an eye on sectors primed to leverage AI in their operations.”
Important disclosures
The opinions expressed are as of 9/11/2025 and are subject to change.
Investing involves risk, including the possible loss of principal.
Past performance is no guarantee of future results.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
