Brad Erickson

Internet analyst at RBC Capital Markets. He discusses the performance and outlook of key tech stocks.

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May 20, 2025 • 34min

From Blue Links to AI Agents: When Will GenAI Go Global with RBC's Brad Erickson & Matt Hedberg

Brad Erickson, an internet analyst at RBC Capital Markets, and Matt Hedberg, Managing Director of Software Research at RBCCM, dive into the tech landscape. They analyze Google's struggle with AI's impact on revenues and competition with Apple. Erickson highlights Meta's advancement in ad efficiency while Hedberg reveals the monetization of AI in companies like ServiceNow and Snowflake. They discuss the strategic roles of cybersecurity firms like CrowdStrike amid evolving tech trends, setting the stage for the future of generative AI.

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