AI Stocks to Watch: Nvidia, Microsoft, and the Future of Search
Market Mondays
EYL Network
5 • 4K Ratings
🗓️ 14 May 2025
⏱️ 9 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors’ eyes in the semiconductor sector.
Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft’s strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.
With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google’s business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.
The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.
Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?
Whether you’re an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today’s dynamic market.
*Timestamps:*
0:00 - Market trends and tech stocks update
0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple
2:00 - Broadcom, TSM, and semiconductor ETFs
2:20 - Google’s search decline and competition from ChatGPT
4:00 - The future of AI-powered search and chatbots
5:40 - OpenAI’s direction and Microsoft partnership speculation
*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don’t forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*
#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocks
Our Sponsors:
* Check out NerdWallet: https://www.nerdwallet.com
Support this podcast at — https://redcircle.com/marketmondays/donations
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
Transcript
Click on a timestamp to play from that location
| 0:00.0 | When you're with Amex Business Platinum, going the extra mile for your business pays off. |
| 0:05.2 | With five times membership rewards points on flights and prepaid hotels book through |
| 0:08.7 | MX Travel.com, you can earn more points to help grow your business. |
| 0:12.5 | And with access to more than 1,400 lounges globally through the American Express Global Lounge Collection, including the Centurion Lounge. |
| 0:19.1 | Can I give you a refill? |
| 0:20.3 | You can stay fresh wherever |
| 0:21.8 | your business travel takes you. That's the powerful backing of American Express. Terms apply. Learn more |
| 0:27.3 | at Americanexpress.com slash amex business. Today's episode is sponsored by Smart Travel, a new podcast |
| 0:33.4 | from NerdWallet. Smart Travel doesn't just cover points and miles. They break down all the |
| 0:38.1 | financial aspects of your trip, whether that's the best days to book, how to avoid hidden fees, |
| 0:43.3 | or which fancy travel credit cards pay off, and which ones are just an expensive flex. If you |
| 0:48.5 | want your travel budget to work harder, then dive into the best deals, products, services, and |
| 0:53.5 | more with smart travel from |
| 0:55.2 | NerdWallet, wherever you get your podcasts. |
| 0:58.5 | What companies are going to benefit the most? |
| 1:00.7 | Every company is up on the stock market today. |
| 1:04.0 | Not Google. |
| 1:05.4 | Well, not Netflix either, but most companies are up. |
| 1:09.3 | So a lot of the tech companies are up. |
| 1:11.4 | A lot of people think that, you know, |
| 1:13.2 | Nvidia is going to benefit a lot for sure. |
| 1:16.0 | So we can start with Nvidia, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from EYL Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of EYL Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.