AI Money Is Moving. Here’s Where It’s Going
StockCharts TV
14,462 views
AI stocks are shifting as new leadership emerges across technology. Mary Ellen McGonagle tracks where the money is moving while market breadth stays uneven and interest rates remain elevated.
Micron’s latest results and outlook are helping reshape the picture for the AI buildout, with Mary Ellen examining why longer-term demand may be changing the usual boom-and-bust cycle in semiconductors. She then follows that shift into optical networking and data-center infrastructure. Mary Ellen examines the areas and stocks beginning to benefit as this next phase of AI investment develops.
📈 Start your FREE 30-day StockCharts trial and see what better financial charting can do for your investing. https://stockcharts.com/?utm_source=Y...
➡️ Gain deeper market insights with Mary Ellen's twice-weekly MEM Edge Report. Start your FREE trial here: https://meminvestmentresearch.com/
00:00 Welcome & Headline News
02:52 S&P 500 & Nasdaq
06:03 S&P Sectors: Technology, Energy & Industrials
10:40 Industry ETFs: Semiconductors & Software
12:15 Interest Rates, Small Caps & Regional Banks
15:34 The AI Shift: Micron & Agentic AI
18:38 Featured Stocks: Optical Networking & Data Centers
21:37 Healthcare, Biotech & Top Market Movers
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#aimoney #strongstocks #aistocks
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❗️DISCLAIMER
Past performance is not indicative of future results. Neither the Show Participants
nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show.
Strategies or investments discussed may fluctuate in price or value.
Investments or strategies mentioned in this show may not be suitable for you and
you should make your own independent decision regarding them. This material
does not take into account your particular investment objectives, financial situation
or needs and is not intended as recommendations appropriate for you.
You should strongly consider seeking advice from your own investment advisor
–––––
ℹ️ ABOUT STOCKCHARTS
StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions.
ℹ️ ABOUT STOCKCHARTS TV
StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel.
8 Comments
AI Money Is Moving. Here’s Where It’s Going
StockCharts TV
14,462 views
AI stocks are shifting as new leadership emerges across technology. Mary Ellen McGonagle tracks where the money is moving while market breadth stays uneven and interest rates remain elevated.
Micron’s latest results and outlook are helping reshape the picture for the AI buildout, with Mary Ellen examining why longer-term demand may be changing the usual boom-and-bust cycle in semiconductors. She then follows that shift into optical networking and data-center infrastructure. Mary Ellen examines the areas and stocks beginning to benefit as this next phase of AI investment develops.
📈 Start your FREE 30-day StockCharts trial and see what better financial charting can do for your investing. https://stockcharts.com/?utm_source=Y...
➡️ Gain deeper market insights with Mary Ellen's twice-weekly MEM Edge Report. Start your FREE trial here: https://meminvestmentresearch.com/
00:00 Welcome & Headline News
02:52 S&P 500 & Nasdaq
06:03 S&P Sectors: Technology, Energy & Industrials
10:40 Industry ETFs: Semiconductors & Software
12:15 Interest Rates, Small Caps & Regional Banks
15:34 The AI Shift: Micron & Agentic AI
18:38 Featured Stocks: Optical Networking & Data Centers
21:37 Healthcare, Biotech & Top Market Movers
👍🏻 If you enjoyed this video be sure to hit the THUMBS UP
✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj
#aimoney #strongstocks #aistocks
👍🏻 FOLLOW US
X - @StockCharts - https://x.com/stockcharts
Facebook - Facebook: stockchartsdotcom
LinkedIn - LinkedIn: stockcharts.com-inc.
❗️DISCLAIMER
Past performance is not indicative of future results. Neither the Show Participants
nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show.
Strategies or investments discussed may fluctuate in price or value.
Investments or strategies mentioned in this show may not be suitable for you and
you should make your own independent decision regarding them. This material
does not take into account your particular investment objectives, financial situation
or needs and is not intended as recommendations appropriate for you.
You should strongly consider seeking advice from your own investment advisor
–––––
ℹ️ ABOUT STOCKCHARTS
StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions.
ℹ️ ABOUT STOCKCHARTS TV
StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel.