Beyond Nvidia: The next wave of AI infrastructure
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摘要
#AI #nvidia #datacenters
Everyone is focused on Nvidia, but the next phase of AI may be much bigger.
In this episode of Trader Talk, Kenny Polcari sits down with David Miller of Catalyst Funds and Sean O'Hara of PacerETFs to discuss AI infrastructure, data centers, energy demand, nuclear power, interest rates, and where investors may find opportunities in the second half of 2026.
Timestamps
00:00 First-half market surprises
02:05 Why international stocks are working again
03:15 The AI infrastructure trade expands
04:30 Beyond Nvidia: Memory, cooling, and data centers
05:45 The data center boom accelerates
07:15 Nuclear power and AI energy demand
10:00 Quantum computing's next opportunity
11:30 Will the Fed cut rates this year?
14:00 Midterm elections and market risks
15:30 Opportunities outside of technology
17:00 Why healthcare and energy look attractive
19:35 The SpaceX IPO and market impact
22:15 Final outlook for stocks and the economy
#artificialintelligence #stockmarket #investing #nuclearenergy #tradertalk #yahoofinance
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