AI has driven tech stocks to new heights — but are we starting to
see cracks in the story? Amber Kanwar sits down with Shane Obata
of Middlefield to find out whether the AI trade is running out of
steam or just gearing up for its next phase. From Nvidia’s
dominance to rising capital costs across the sector, Shane
explains where investors should stay cautious and where the next
wave of profits could come from — and why, in this market, all
roads still lead to OpenAI.
In the Mailbag, Shane weighs in on AMD (AMD) and its new deal
with OpenAI, why Taiwan Semiconductor (TSM) still shines despite
China risks, and how Salesforce (CRM) stacks up against Microsoft
(MSFT) in the software wars. He breaks down Meta’s (META) need
for a new “shiny object,” calls Apple (AAPL) the ultimate safety
trade, and explains how Amazon (AMZN)’s rebound in AWS shows its
AI story is far from over.
In Pro Picks, Shane shares three fresh ideas beyond the Mag 7:
Samsung Electronics, poised to benefit from a global memory
crunch; Take-Two Interactive (TTWO), ready to soar on the back of
Grand Theft Auto VI; and Alibaba (BABA), a contrarian bet on
China’s tech revival. He also reveals the theme he says will
define 2026 — power — the hidden force driving the entire AI
buildout.
Timestamps
00:00 Show intro
02:10 It’s been a crazy year for tech, but you need to have
it
04:50 Why was it a tough earnings season for tech and is this an
opportunity ?
07:35 All roads lead to OpenAI
11:30 How do you responsibly allocate for AI?
16:00 ITM Mailbag: Advanced Micro Devices stock (AMD)
21:45 Taiwan Semiconductor Manufacturing stock (TSMC)
24:30 Salesforce stock (CRM)
28:30 Meta stock (META)
34:40 Amazon stock (AMZN)
37:25 Shopify stock (SHOP)
39:00 Constellation Software stock (CSU)
46:00 Shane’s Pro Picks ( Samsung, Take-Two Interactive, Alibaba)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve
their financial goals. Visit https://raymondjames.ca today to
discover how you can live a life well planned.
The mailbag is brought to you by BMO ETFs. If you're a DIY
investor looking to take control of your portfolio, BMO ETFs
makes it easy.
Check out the ETF Compare Tool, Stock
Replacement Tool, and News and Insights
under the Tools section at
bmoetfs.com — perfect for analyzing your
options, spotting trends, and building a portfolio that fits your
goals and timeline.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
The mailbag is brought to you by BMO ETFs. If you're a DIY
investor looking to take control of your portfolio, BMO ETFs
makes it easy.
Check out the ETF Compare Tool, Stock
Replacement Tool, and News and Insights
under the Tools section at
www.bmoetfs.com — perfect for analyzing your
options, spotting trends, and building a portfolio that fits your
goals and timeline.
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
questions@inthemoneypod.com
DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.