Why Nvidia, Microsoft and Google still dominate the AI trade

Everyone wants in on AI, but few understand what is really driving the trade. In this episode of Trader Talk, Kenny Polcari sits down with William Lee, investor at SuRo Capital, to unpack the infrastructure powering the AI boom. From Nvidia's (NVDA) dominance to Microsoft's (MSFT) and Google's (GOOG, GOOGL) strategic positioning, Lee explains why these giants are still central to the AI story. The conversation also highlights emerging players like CoreWeave (CRWV) and Vast Data and why capital efficiency, not hype, will separate the winners from the noise. For investors chasing the next wave of innovation, this episode breaks down where the real opportunity lies.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.

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Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.