Investors Hunting for Something New in AI: Anna Rathbun – nvidia

Anna Rathbun explains that recent geopolitical moves, particularly involving U.S. energy strategy and U.S.-China relations, have long-term implications for markets, especially in energy and technology sectors. She cautions that while enthusiasm for tech stocks like Nvidia and Tesla remains high, investors are seeking the next wave of innovation amid rising competition and unresolved global risks, […]

Investors Hunting for Something New in AI: Anna Rathbun – nvidia

Anna Rathbun explains that recent geopolitical moves, particularly involving U.S. energy strategy and U.S.-China relations, have long-term implications for markets, especially in energy and technology sectors. She cautions that while enthusiasm for tech stocks like Nvidia and Tesla remains high, investors are seeking the next wave of innovation amid rising competition and unresolved global risks, […]

How Investors Will Be Using AI in 2026 – nvidia

The video discusses how, by 2026, investors—especially sophisticated retail investors—will increasingly use AI tools to research stocks, create custom investment products, and gain insights previously reserved for institutional players, with a focus on assets like Nvidia and Bitcoin amid evolving market conditions. It also highlights trends such as the maturation of crypto, the impact of […]

Investors Shift Focus to Tech’s ‘Pick-and-Shovel’ Stocks in AI Boom

Investors are increasingly turning their attention to technology “pick-and-shovel” stocks as the artificial intelligence (AI) sector continues to expand. Major cloud service providers are investing billions into new data centers, prompting a surge in demand for companies that supply essential infrastructure. In 2025, data storage firms dominated the S&P 500 Index, with Sandisk Corp. shares […]

Investors Eye Healthcare AI: WELL Health and Two Rising Stars

As artificial intelligence (AI) continues to reshape various sectors, the Canadian healthcare technology landscape is poised for significant advancements. Investors are increasingly focused on three key players: WELL Health Technologies (TSX: WELL), Healwell AI (TSX: AIDX), and VitalHub (TSX: VHI). These companies are expected to lead the charge in AI integration within healthcare by 2026. […]

Investors Are Being Discerning With the AI Trade: BMO’s Schleif – nvidia

BMO’s Schleif explains that investors are taking a cautious and discerning approach to AI-related investments, focusing on companies with strong fundamentals amid concerns about high valuations and debt-financed infrastructure. He highlights that AI is part of a broader Industrial Revolution 4.0, with investors using sophisticated strategies to manage risk and expecting broader market participation beyond […]

Why Open Source AI Could Be the Best Bet for Developers and Investors – open-source

The video discusses the significant investments by major tech companies, including AMD, in building the infrastructure and support systems necessary for advancing artificial intelligence (AI). These companies are investing trillions of dollars in capital expenditures, particularly in data centers across America, to support AI development. The pace and extent of AI’s impact may largely depend […]