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Fidelity Viewpoints: Market Sense
Fidelity Investments
6 episodes
4 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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10.14.25 - How a fund manager picks stocks in 2025
Fidelity Viewpoints: Market Sense
27 minutes 38 seconds
3 weeks ago
10.14.25 - How a fund manager picks stocks in 2025
On this episode of Market Sense, a veteran portfolio manager outlines his approach to blue chip investing in today’s unpredictable economic environment. We will also explore how artificial intelligence is creating new winners and losers among both established and emerging companies. Join us as we will break it all down with our Fidelity pros.
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