UBS says the AI-driven tech rally ‘still has room to run’ as the sector is set to see explosive growth — and shares 2 trades to benefit from the upside potential

• UBS says AI stocks still have room to run.
• The bank said in a note on Thursday that earnings, monetization, and demand will propel the sector.
• Semiconductor and software stocks are good ways to play the AI trade, the bank said. 

All eyes have been on Nvidia this week with the company reporting a massive Q4 earnings beat on Wednesday, sending its share price soaring 16% in a matter of 24 hours.