Why the Trump/Biden presidential debate debacle isn’t shaking investor confidence

Why the Trump/Biden presidential debate debacle isn’t shaking investor confidence

Newsflash to the people that love investing in Apple (AAPL), Microsoft (MSFT), Google (GOOG), Netflix (NFLX), Meta (META), Amazon (AMZN) and Nvidia (NVDA). We can confirm there ARE other great tech companies to invest in! They may not garner Nvidia like headlines and visions of $10 trillion valuations, but names such as Hubspot (HUBS), Micron (MU) and other under the radar names offer up great potential opportunities. In fact, in many cases these companies are poised to cash in on the AI arms race just the same as Nvidia. So how do you find these best of breed tech companies in a sea of hype? And what should you be doing with tech stocks more broadly into a heated presidential election cycle? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Goldman Sachs Asset Management portfolio manager Brook Dane to dive into the world of the world’s most volatile, lesser known tech stocks. Who wins the AI race from this crop of up and comers? Dane has the deets, and shares his tried and true tech investing playbook. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Brook Dane joins Opening Bid 01:00-How is the market impacted by the presidential debate 05:00-Market projections with AI regulations questions 16:00-Stocks to watch 20:30-What's up with Snapchat Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky. Brook Dane is a portfolio manager at Goldman Sachs Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(251)

Steve Jobs’ former intern on the AI and Nvidia  craze

Steve Jobs’ former intern on the AI and Nvidia craze

It gets no bigger in tech then legendary Apple co-founder Steve Jobs. Jobs revolutionized how life is conducted each and every day with breakthrough products such as the iPod and iPhone. Over his stor...

14 Aug 202425min

Has the stock market bottomed?

Has the stock market bottomed?

So much for smooth sailing for markets in 2024! After making a lot of money on the long side this year notably with hot AI trades like Nvidia, investors are battling through their worst stretch of tur...

12 Aug 202425min

Rate cuts vs. AI boom: the battle for investor attention

Rate cuts vs. AI boom: the battle for investor attention

Is the US in a recession? Are businesses pulling back on transformation projects for fear of who wins the White House? And speaking of the White House, what is the aftermath internationally for busine...

9 Aug 202425min

Are we on the cusp of a black swan market crash? Not according to this investor

Are we on the cusp of a black swan market crash? Not according to this investor

The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the preside...

7 Aug 202425min

Why this Tesla investor thinks the stock could hit $10,000

Why this Tesla investor thinks the stock could hit $10,000

Tesla is having a tough summer. The EV leader is fresh off a challenged second quarter amid slowing demand for plug-in autos and greater price competition from the Big 3 automakers. The company also d...

5 Aug 202424min

Election risk: "Do your homework" says top strategist

Election risk: "Do your homework" says top strategist

President Biden's decision to drop out of the 2024 presidential race serves as a reminder to traders that in the world of politics, things can change quickly. For investors, it means you shouldn't bac...

2 Aug 202425min

Why the Fed should shoot for 0% inflation: Judy Shelton

Why the Fed should shoot for 0% inflation: Judy Shelton

Economic improvement over time is supposed to be achieved by having vigorous debate from those with varying perspectives. No one has a monopoly on great ideas that could unleash economic empowerment f...

31 Jul 202425min

'You have to stick to your guns a little bit': The AI trade

'You have to stick to your guns a little bit': The AI trade

"You have to stick to your guns a little bit" says Drew Pettit, Citi Director of US Equity Strategy when asked about investor euphoria, market bubbles and AI general: the latter remains one of its top...

29 Jul 202425min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
rss-pa-konto
liberal-halvtime
stockup