Bloomberg Technology
Block's Bullish Nature, Disney's Succession Plans
Oct 21, 2024
In this engaging discussion, Seema Shah dives into the bullish outlook on US equities and global investment strategies. Cho Jung-tai shares intriguing insights on Taiwan's semiconductor industry and trade ambitions. Alberto Nadelli discusses the dire implications of Russia's hacking efforts in Georgia. Meanwhile, Rajul Zapadeh highlights how AI is revolutionizing procurement processes with his startup, Zip. Mark Gurman wraps up with news on Apple's latest iPad Mini and its AI capabilities, emphasizing innovation in technology.
41:36
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Quick takeaways
- Carson Block emphasizes the bullish outlook on major tech stocks, driven by passive investor inflows from 401(k) plans amid a strong labor market.
- Disney's leadership transition with James Gorman as new chairman is pivotal, reflecting the company's strategies for future challenges and success.
Deep dives
Investing in AI Exposure
Artificial intelligence is currently a leading force in the stock market, yet the main players behind this AI boom are privately held companies. This raises the question of how investors can gain access to this significant, long-term trend. The discussion emphasizes the importance of identifying investment opportunities that can provide exposure to AI advancements, particularly within smaller or emerging firms that support the AI ecosystem. Investors are encouraged to seek out companies that develop the foundational technologies and services that enable AI advancements.
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