Summary
- Two intriguing sectors to watch for the second half of 2024 are artificial intelligence and real estate investment trusts (Reits).
- Companies like Alphabet, Meta Platforms, and Nvidia are benefiting from the AI boom with attractive valuations.
- The semiconductor industry is also poised for growth as the global market is forecasted to increase.
- Reits faced challenges due to interest rate hikes but may see relief if rates are cut later this year.