AI Money Is Moving. Here's Where It's Going
AI leadership is shifting, and the next opportunities may be emerging beyond the headline-dominated stocks. In this video, Mary Ellen McGonagle follows the money to see where new strength is developing while market breadth is uneven and interest rates are elevated.
She starts with Micron's latest earnings results and outlook, which offer important clues about the next phase of the AI buildout. Could stronger, longer-lasting demand change the semiconductor industry's familiar boom-and-bust cycle? Mary Ellen breaks down what the numbers are telling us and what investors should watch.
She then follows the shift into optical networking and data-center infrastructure, which are two areas that could benefit as AI investment expands. Find out which parts of the stock market are beginning to strengthen, which stocks are standing out, and where new leadership may be taking shape.
This episode originally premiered on October 2, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
If you're looking for stocks to invest in, be sure to check out the MEM Edge Report! This report gives you detailed information on the top sectors, industries and stocks so you can make informed investment decisions.
