Forget AI stocks. Buy the companies building AI

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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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