Barron's Live

Tech Trader - An Update On Tech Stocks

13 snips
Jun 6, 2023
A wide-ranging look at the tech-stock rebound, from Nvidia’s AI dominance and shifting chip inventories to semiconductor equipment’s long-term prospects. The discussion also explores TSMC’s geopolitical and natural-disaster risks, how software firms could put AI to work, Apple’s Vision Pro and future markets, and new opportunities in cybersecurity.
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Episode notes
1
Introduction
00:00 • 2min
2
The Ups and Downs of Technology
01:37 • 3min
3
How to Find Stocks That Will Benefit From AI Generative AI
04:07 • 3min
4
Nvidia: The Best of Breed in Parallel Computing
07:21 • 3min
5
Nvidia's Valuation Raises Questions About the Company's Future Growth Prospects
10:24 • 4min
6
The Future of the Memory Industry
14:43 • 2min
7
The Semiconductor Equipment Market Is in a Tough Moment
16:58 • 4min
8
The Impact of TSMC's Political Intervention on Manufacturing
20:32 • 3min
9
The Future of Software
23:05 • 2min
10
Apple Launches Vision Pro
25:13 • 5min
11
The Future of Apple's Stock
29:47 • 5min
12
AI and the Security of Financial Transactions
35:00 • 4min