The next big AI winners may not be the companies everyone associates with artificial intelligence.
In this episode of Trader Talk, Kenny Polcari is joined by Yahoo Finance Markets and Data Editor Jared Blikre and Founder ETFs portfolio manager Michael Monaghan to discuss where investors should look for the next phase of the AI trade. The panel explains why power, data centers, construction, cooling, optical components, and other infrastructure businesses could benefit as AI investment spreads throughout the economy.
They also discuss why founder-led companies may outperform professionally managed peers, whether SpaceX is becoming a buying opportunity, Chairman Kevin Warsh’s Federal Reserve, the coming AI productivity boom, and where stocks could head through the end of the year.
Timestamps
00:00 Why founder-led companies outperform
02:01 Where the next AI profits could come from
03:06 Buying the picks and shovels of AI
04:08 The data center investment boom
05:35 Why AI infrastructure needs its own power
07:38 Why founders may have an investing advantage
08:58 SpaceX after the IPO
10:54 How to value a new IPO
12:01 How to buy volatile growth stocks
13:02 Why SpaceX is really an AI story
14:56 Chairman Warsh changes the Fed playbook
16:48 The Fed’s “phantom rate cut”
18:24 AI’s coming productivity boom
20:21 What inning is the AI trade in?
21:21 Why the AI selloff created opportunities
23:03 Where stocks go next
#AI #Investing #Stocks #AIInfrastructure #SpaceX #Nvidia #TraderTalk #KennyPolcari #YahooFinance
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