Joanne Feeney

Joanne Feeney, a partner and portfolio manager at Advisors Capital Management, dives into the evolving dynamics of AI valuations and the latest trends in the chip sector. Judy Samuels, CEO of TechNYC, weighs in on the significant implications of the recent mayoral election for New York's tech industry, highlighting priorities such as housing and government modernization. Together, they explore how these developments set the stage for a transformative era in New York's tech landscape.

Joanne Feeney, an Advisors Capital Management investment professional, offers market risk commentary and portfolio positioning advice. She highlights government shutdown and fiscal risks, a weakening dollar, and political headwinds. The conversation also touches on record S&P highs, major corporate layoffs, and a rally in precious metals.

Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.

Pat Gelsinger, CEO of Intel, dives deep into the company’s latest earnings and future strategies, highlighting their comeback amid fierce competition from NVIDIA and AMD. Joined by Tom Giles, Ian King, and Joanne Feeney, they discuss Intel's dual role in AI chip manufacturing, the impact of the CHIPS Act, and ongoing restructuring efforts. The conversation also touches on the excitement around Intel's Foundry business and the challenges of funding in the evolving tech landscape, showcasing a hopeful outlook for recovery and innovation.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.