Halftime Report AI and Big Tech 1/28/25
6 snips
Jan 28, 2025 
Josh Brown, an investment advisor with a knack for market commentary, and Stephanie Link, a portfolio manager specializing in tech and healthcare, dive into the AI fallout as Nvidia struggles after a major selloff. Joining them is Michael Ovitz, a former super agent turned venture capitalist, who shares insights on AI's future in media and tech. Billionaire investor Mark Cuban discusses the evolving landscape of AI and tech investments, emphasizing strategic adaptations needed to navigate the changing market.
AI Snips
Chapters
Transcript
Episode notes
Dot-com Bubble 2.0?
- Josh Brown recalls the dot-com bubble burst of 2000-2002, citing companies like Global Crossing, JDS Uniphase, and Corning.
- He draws parallels to the current AI hype and infrastructure investments, suggesting a potential similar outcome.
AI Stock Sell-off
- The sell-off in chip stocks like NVIDIA might be overdone due to increased efficiency.
- However, infrastructure stocks, benefiting from AI, might not have declined enough.
AI Investing Strategy
- Evaluate your risk exposure to AI stocks.
- Consider trimming positions rather than selling outright, and wait for more information from upcoming earnings calls.