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Beyond Nvidia: How to spot the next AI breakout for your portfolio

DeFi Daily News by DeFi Daily News
September 30, 2025
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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast.
Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper.

In this episode of Stocks in Translation, Epistrophy Capital Research chief market strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. With the episode’s focus surrounding data centers, Johnson shares his perspective on how AI infrastructure is driving markets and the economy, and explains how opportunities extend beyond key players like Nvidia. The trio also looks at Apple’s (AAPL) M&A strategy as well as market lessons from the dot-com era.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here: https://finance.yahoo.com/videos/series/stocks-in-translation/ or watch on your favorite streaming service.
#youtube #stocks #podcast

About Yahoo Finance:

Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

– Get the latest news and data at finance.yahoo.com

– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)

– Follow Yahoo Finance on social:

X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance

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Tags: BondsBreakoutbusinessCurrenciesEquitiesFXInvestingInvestmentMarketMarketsMoneyNewsNvidiaNYSEPersonal FinancePoliticsportfolioSavingsSpotStock marketstocksYahoo FinanceYahoo FInance Premium
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