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AI Is Becoming a Stock Picker's Market
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About this episode
Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FICC and Equities. On The Markets podcast, he says investors are increasingly focused on companies that help organizations implement the technology and AI agents for commerce. Callahan also discusses how rising interest rates are impacting technology stocks, the growing dispersion among software companies, and his outlook for semiconductor stocks. This episode was filmed on September 30, 2026. The opinions and views…