AI investing has been all the rage this year, but as macro uncertainty picks up, so have recommendations to buy defensive stocks.

On Wednesday, the Federal Reserve trimmed interest rates aggressively and penciled in further rate cuts by the end of the year. It slashed the benchmark interest rate by a half-point to 4.75-5% for the first time since March 2020.

Thus far, semiconductor behemoth Nvidia ( NVDA 3.97%) has been the undisputed beneficiary of the rise of AI. But according to select Wall Street pundits, two other artificial intelligence stocks offer truly eye-popping upside -- up to 1,050%!