IPO mania continues this week with SpaceX. In addition to the latest news on Elon Musk's big move, this week's episode of The AI Investor Podcast also includes an up-to-date report on Nvidia and an interview with portfolio manager John Rotoni.
John discusses his process of selecting stocks, chats about a bold prediction made by Trane Technologies and shares why he is so excited about what might be next for SpaceX.
2:03 - SpaceX IPO update
3:56 - Latest on interest rates
6:50 13F filings explored
26:36 - Cerebras IPO news
8:51 Big news from Nvidia
13:07 Interview with John Rotoni
15:02 The biggest questions being asked right now
18:15 Companies ahead of the curve on data centers
34:21 Areas to explore investing in
39:40 Race for AI dominance between US and China
47:50 Companies ready to surge
55:48 Quanta Services Inc
1:03:01 Potential concerns
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Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.
The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
