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Episodes
Monday Jun 17, 2024
Monday Jun 17, 2024
In today’s episode, we are joined by Equity Research Analyst Evan Zehnal and Equity Research Associate Vishal Chopra to discuss the evolving AI landscape and its growing impact across the investing sector. Evan talks about the current AI narrative, its impact and benefits, and how AI is being used by companies. Vishal expands on the shift in corporate budgets over the last two years, how companies aim to tighten their spending, and what these implications are for AI’s adoption. Evan and Vishal both discuss the role of blockchain in the authentication process, and how to ensure data reliability. They touch on questions including how are companies using these measures amid pricing and cybersecurity concerns? Evan and Vishal also discuss the current artificial pull and push of the software cycle, and how companies are looking to branch out from some of the main semiconductor providers.
Recorded on June 7, 2024.
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