Tech Tune-Up With Paul Meeks | March 8th, 2024

Join Paul Meeks, CFA, CAIA, Top Tech Analyst, Portfolio Manager, & Commentator, as he delves into the latest developments in the tech sector, covering the giants that shape our digital world. From earnings reports to groundbreaking innovations, Meeks provides insightful analysis and expert commentary on companies like Apple, Microsoft, Amazon, and more! Takeaways: -Invest in AI infrastructure rather than individual AI companies. -Pay attention to GitLab's sales as an indirect tell for the software development industry. -Consider CrowdStrike over Palo Alto Networks in the cybersecurity space. -Be cautious when investing in EV stocks like Tesla and Rivian. -Stay updated on tech trends such as interest rates, geopolitical events, and the US-China technology standoff. --------------------------------------------------------------------------------------------------------------------------------- Host: Paul Meeks, CFA, CAIA Professor of Practice, Baker School of Business, The Citadel https://www.linkedin.com/in/paulmeeks/ --------------------------------------------------------------------------------------------------------------------------------- Chapters: 00:00 Introduction 02:02 Investing in AI Infrastructure 03:01 Indirect Tell: GitLab's Sales Slowdown 03:59 Cybersecurity: CrowdStrike vs. Palo Alto Networks 04:56 Selling PLTR and Apple's Challenges 07:20 Tesla's Market Share Decline 08:19 Risks and Opportunities with Tesla 09:14 Meta's Impact on Old Media 11:11 Figure AI and Reddit's IPO 12:10 Figure AI Humanoid Robot 13:37 Reddit's IPO and Digital Ads 14:07 Sienna and Data Networking Stocks 15:33 Semiconductor ETF: SMH 16:30 Rivian's Uncertain Future 22:42 Tech Trends: Interest Rates and Geopolitics 25:07 Cybersecurity Attacks and Digital Markets Act 27:01 Challenges with AI Implementation 28:55 China's Semiconductor Development 30:22 US-China Technology Standoff 31:20 Conclusion Check out www.benzinga.com for complete coverage along with all the latest financial news and data! Follow us Online! 📸Instagram: www.instagram.com/benzinga 👍Facebook: www.facebook.com/Benzinga 📱TikTok: www.tiktok.com/@benzinga 🐤X: twitter.com/Benzinga Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions. #Benzinga #Tech