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Fidelity Viewpoints: Market Sense
Fidelity Investments
6 episodes
3 days ago
A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."
Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.
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Investing
Business
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All content for Fidelity Viewpoints: Market Sense is the property of Fidelity Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."
Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.
Read the full transcript
View the slides
Watch the video replay
Show more...
Investing
Business
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09.30.25 - Government shutdown & U.S. policy investors takeaways
Fidelity Viewpoints: Market Sense
30 minutes 4 seconds
1 month ago
09.30.25 - Government shutdown & U.S. policy investors takeaways
Another government shutdown threat is in the headlines. Our Market Sense team will take a look back at past shutdowns and the minimal impact they've had on the stock market. They'll also discuss other risks and opportunities coming out of Washington, and what they could mean for your investments: tariff uncertainty, immigration policy, and why the recent corporate tax cuts could create a market tailwind.
Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders.
Read the full transcript
View the slides
Watch the video replay
Fidelity Viewpoints: Market Sense
A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."
Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.
Read the full transcript
View the slides
Watch the video replay