This week on the Investing, Money & Markets podcast, Stuart Fieldhouse speaks with Mobeen Tahir, Director of Macroeconomics and Thematic Research at WisdomTree. Those who attended our Investment event beyond the Channel in London last year will have caught his excellent presentation on artificial intelligence.
Stuart and Mobeen are currently discussing three of the key drivers of the technology sector, namely artificial intelligence, cloud and cybersecurity. Each sub-sector has its own interesting dynamic in store for investors, although artificial intelligence certainly seems to be stealing the show at the moment.
Nvidia NASDAQ:NVDA Additionally, we discuss whether there are operational efficiencies in the AI value chain that could create opportunities for new entrants, how the cloud has changed over the past 15 years and if the cybersecurity sector is not just a simple defense game. .
