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Podcast: MoneyShow MoneyMasters Podcast
Episode: Dan Ives & Keith Fitz-Gerald: Big Tech Bulls Talk AI, NVIDIA, Cloud Computing, & a “Year for the Record Books”
Description: Dan Ives is Managing Director and Senior Equity Analyst at Wedbush Securities. Keith Fitz-Gerald is Principal of the Fitz-Gerald Group. I sat down with both market experts at the 2024 MoneyShow/TradersEXPO Las Vegas to talk technology stocks, Artificial Intelligence (AI), the “Magnificent Seven,” cloud computing, and more. The result is this double-length MoneyShow MoneyMasters Podcast segment in which they explain why 1) YES, “Big Tech” can get bigger and 2) NO, that’s not a problem for markets. If anything, it’s GOOD for stocks.Dan kicks things off by explaining why he thinks we’re only in the fi...