Shares of HP Inc. (HPQ) slid more than 13% from its recent 52-week high but remain 80% above 52-week lows. Mark Gibbens offers more insights into HP's up-and-down year and ways the company can capitalize on the "early innings" of the AI race. He says the firm's "margin story" will be crucial in gauging the company's forward pricing power. Other companies Mark sees as beneficiaries in the trade: companies making CPUs, including AMD Inc., (AMD), Arm Holdings (ARM), and Intel (INTC).