Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by EYL Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EYL Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

AI Stocks to Watch: Nvidia, Microsoft, and the Future of Search

6:41
 
Share
 

Manage episode 482752997 series 2945299
Content provided by EYL Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EYL Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors’ eyes in the semiconductor sector.

Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft’s strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.

With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google’s business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.

The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.

Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?

Whether you’re an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today’s dynamic market.

*Timestamps:*

0:00 - Market trends and tech stocks update

0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple

2:00 - Broadcom, TSM, and semiconductor ETFs

2:20 - Google’s search decline and competition from ChatGPT

4:00 - The future of AI-powered search and chatbots

5:40 - OpenAI’s direction and Microsoft partnership speculation

*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don’t forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*

#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocks


Support this podcast at — https://redcircle.com/marketmondays/donations
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

665 episodes

Artwork
iconShare
 
Manage episode 482752997 series 2945299
Content provided by EYL Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EYL Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors’ eyes in the semiconductor sector.

Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft’s strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.

With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google’s business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.

The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.

Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?

Whether you’re an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today’s dynamic market.

*Timestamps:*

0:00 - Market trends and tech stocks update

0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple

2:00 - Broadcom, TSM, and semiconductor ETFs

2:20 - Google’s search decline and competition from ChatGPT

4:00 - The future of AI-powered search and chatbots

5:40 - OpenAI’s direction and Microsoft partnership speculation

*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don’t forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*

#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocks


Support this podcast at — https://redcircle.com/marketmondays/donations
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

665 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play