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(1:00) – Breaking Down The Recent Earnings Reports: Who Were The Winners and Losers?
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(5:15) – Is It Still Too Early To Expect Payoffs From AI Investments?
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(9:30) – Antitrust Ruling Against Google: What Does It Mean for Google & Apple?
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(14:10) – Will We Be Seeing A Strong Apple iPhone Upgrades Cycle?
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(17:00) – Should Investors Be Concerned About Nvidia’s Chip Delays?
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(20:10) – Auto Pilot vs FSD: Will Tesla Solve The Autonomous Driving Issues Anytime Soon?
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(23:45) – Innovator Deepwater Frontier Tech ETF: LOUP
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(27:30) – Episode Roundup: ASML, MU, TTWO, QQQM
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, Alphabet GOOGL, Amazon AMZN and Meta META 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, 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, 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, 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 invests in technology companies that are leading the next wave of innovation. ASML ASML and Micron MU 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 [email protected].
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Amazon.com, Inc. (AMZN) : Free Stock Analysis Report
Apple Inc. (AAPL) : Free Stock Analysis Report
Microsoft Corporation (MSFT) : Free Stock Analysis Report
Micron Technology, Inc. (MU) : Free Stock Analysis Report
NVIDIA Corporation (NVDA) : Free Stock Analysis Report
ASML Holding N.V. (ASML) : Free Stock Analysis Report
Alphabet Inc. (GOOGL) : Free Stock Analysis Report
Innovator Deepwater Frontier Tech ETF (LOUP): ETF Research Reports
Invesco NASDAQ 100 ETF (QQQM): ETF Research Reports
Meta Platforms, Inc. (META) : Free Stock Analysis Report
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