The next AI winners aren't what you think

#ai #nvidia #cybersecurity AI infrastructure, cybersecurity, energy, and data centers could become some of the biggest investment opportunities as AI spending expands beyond Nvidia and the Magnificent Seven. Kenny Polcari sits down with Seana Smith of Global X ETFs and Chris Brigati of SWBC to discuss AI infrastructure, energy demand, inflation, interest rates, and where investors may find opportunities in the second half of the year. Timestamps 00:00 Market risks and opportunities 01:45 The unknown market threat 04:00 AI infrastructure opportunities 04:40 Cybersecurity's next phase 05:25 Is AI overheating? 07:15 Rates and bond yields 09:10 Energy drives inflation 11:30 Will the Fed cut? 14:35 Energy investment opportunities 16:10 AI's energy demand 17:45 Data centers and utilities 20:15 AI and future jobs 23:10 Why stay invested #energy #datacenters #investing #stockmarket #tradertalk #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 alphaspace.finance.yahoo.com — https://www.facebook.com/yahoofinance — https://x.com/YahooFinance — https://www.instagram.com/yahoofinance/ — https://www.tiktok.com/@yahoofinance — https://www.linkedin.com/company/yahoo-finance — https://finance.yahoo.com/