We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
In this episode of ETF Spotlight, I speak with Gene Munster, Managing Partner at Deepwater Asset Management, about the outlook for the "Magnificent Seven" and emerging technology stocks.
Microsoft, (MSFT - Free Report) , Alphabet (GOOGL - Free Report) , Amazon (AMZN - Free Report) and Meta (META - Free Report) are investing tens of billions of dollars in AI infrastructure as the AI race heats up. However, investors are now closely watching whether earnings growth justifies the huge capital spending on AI.
Gene believes that we’re in the early stages of a three-to-five-year tech bull market, and AI could be more transformational than the internet.
The antitrust ruling against Google was big news, particularly since it impacts two tech titans. Could the ruling be a long-term positive for the search giant?
Apple (AAPL - Free Report) , was seen as a latecomer to the AI race but has recently introduced several AI features. Will Apple intelligence lead to a strong upgrade cycle?
Shares of NVIDIA (NVDA - Free Report) , the main winner in Big Tech’s AI race, have been volatile lately. The king of AI will report its results on August 28. Should investors worry about the reported delays in the shipments of the highly anticipated next-generation AI chips, Blackwell?
Tesla is expected to showcase its robotaxi on October 10. A recent report in the WSJ concluded that its Autopilot sometimes fails to recognize obstacles as it uses only cameras. Can Tesla successfully execute its autonomy plans with a vision-only approach?
The Invesco NASDAQ 100 ETF (QQQM - Free Report) , the cheaper version of the ultra-popular QQQ ETF (QQQ), is one of the best ways to get exposure to mega-cap tech giants.
The Innovator Deepwater Frontier Tech ETF (LOUP - Free Report) invests in technology companies that are leading the next wave of innovation. ASML (ASML - Free Report) and Micron (MU - Free Report) are among its holdings.
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Buy the Tech Dip for the AI Bull Cycle
In this episode of ETF Spotlight, I speak with Gene Munster, Managing Partner at Deepwater Asset Management, about the outlook for the "Magnificent Seven" and emerging technology stocks.
Microsoft, (MSFT - Free Report) , Alphabet (GOOGL - Free Report) , Amazon (AMZN - Free Report) and Meta (META - Free Report) are investing tens of billions of dollars in AI infrastructure as the AI race heats up. However, investors are now closely watching whether earnings growth justifies the huge capital spending on AI.
Gene believes that we’re in the early stages of a three-to-five-year tech bull market, and AI could be more transformational than the internet.
The antitrust ruling against Google was big news, particularly since it impacts two tech titans. Could the ruling be a long-term positive for the search giant?
Apple (AAPL - Free Report) , was seen as a latecomer to the AI race but has recently introduced several AI features. Will Apple intelligence lead to a strong upgrade cycle?
Shares of NVIDIA (NVDA - Free Report) , the main winner in Big Tech’s AI race, have been volatile lately. The king of AI will report its results on August 28. Should investors worry about the reported delays in the shipments of the highly anticipated next-generation AI chips, Blackwell?
Tesla is expected to showcase its robotaxi on October 10. A recent report in the WSJ concluded that its Autopilot sometimes fails to recognize obstacles as it uses only cameras. Can Tesla successfully execute its autonomy plans with a vision-only approach?
The Invesco NASDAQ 100 ETF (QQQM - Free Report) , the cheaper version of the ultra-popular QQQ ETF (QQQ), is one of the best ways to get exposure to mega-cap tech giants.
The Innovator Deepwater Frontier Tech ETF (LOUP - Free Report) invests in technology companies that are leading the next wave of innovation. ASML (ASML - Free Report) and Micron (MU - Free Report) are among its holdings.
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.