Beyond Nvidia: How to spot the next AI breakout for your portfolio
Description
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 look 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.
Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Allie Canal, and produced by Lauren Pokedoff.
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