Bloomberg Daybreak: Europe Edition cover image

Daybreak Holiday: Big Tech Outlook with Dan Ives and Gene Munster

Bloomberg Daybreak: Europe Edition

00:00

Small caps and second-order AI beneficiaries

Dan and Gene highlight names like Palantir, Snowflake, cybersecurity and infrastructure small-caps as 2026 opportunities.

Play episode from 40:37
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app