[Wall Street Major Banks Seen as 'AI Peripheral Sector,' Analysts Say Stock Prices Likely to Outperform the Market Due to Multiple Catalysts] BlockBeats News, July 28: One of the hottest themes in the U.S. stock market this year is the wave of traders chasing companies expected to benefit from new spending on artificial intelligence (AI) data centers. Now, as investors who previously flocked to chip manufacturers begin to exit, some investors and strategists are approaching this theme from a different angle—focusing on the stocks of companies that fund AI infrastructure development. Wells Fargo equity strategist Ohsung Kwon believes this investment cycle positions major banks as an 'AI peripheral sector,' which could be a key reason for their stock prices further outperforming the market.