In a recent podcast, Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma speak with Denny Fish about investing, AI, CES, and portfolio resilience. The analysts also share the top 10 stocks to buy right now, offering advice on where to allocate $1,000. The conversation covers market trends, tech investments, and the impact of AI on the sector. Fish emphasizes the importance of following data points and industry experts over Wall Street noise when making investment decisions. The podcast provides valuable insights for building a strong investment portfolio in the evolving tech landscape. In 2026, the software industry is expected to see more dispersion, with large caps showing healthy earnings growth and AI infrastructure remaining strong. Areas of software that have underperformed for three years may become more promising as AI continues to disrupt the sector.
Investment in artificial intelligence is expanding beyond semiconductors, with companies in various sectors benefiting from AI technology. The Janus Henderson Global Artificial Intelligence ETF uses a framework of enablers, enhancers, and end users to identify promising companies for long-term growth beyond 2026.
Enablers in AI include companies involved in semiconductors, data centers, and other infrastructure necessary for AI technology. Enhancers are businesses that can strengthen their offerings with AI integration, while end users in industries like healthcare and finance are expected to benefit from AI deployment.
The lines between enablers and enhancers can blur, with companies like Microsoft serving as both an enabler through Azure and an enhancer with applications like Copilot. Hyperscalers like AWS and Azure add significant value to companies in the enablement phase, but companies like Amazon are also enhancing their offerings with AI technology. Amazon is set to further extend its competitive advantage with its massive physical footprint and efficient infrastructure. At CES, Nvidia unveiled Vera Rubin, the next generation GPU system, solidifying its lead in the GPU space. The autonomous tech showcased at CES, including Waymo and Wayve, is gaining investor interest, hinting at the future of AI in consumer tech. Nvidia’s strategic investments and focus on innovation in areas like robotics show its potential beyond GPUs, positioning it as a key player in tech’s evolving landscape. In a recent interview, Denny Fish discusses his allocation strategy for the AI ETF and Global Tech and Innovation Fund, focusing on resilience and optionality. He emphasizes the importance of investing in companies with strong competitive advantages and innovative management teams. Fish also highlights the need to balance large positions with smaller ones to capture tomorrow’s winners.
Andy Cross and Asit Sharma engage Fish in a conversation about tech and investing, exploring various strategies and insights. They discuss the importance of starting somewhere, referencing Asit’s “peanut shell strategy.” Fish shares his deep thoughts on the tech industry and expresses optimism for the future of investing in 2026.
Cross, Sharma, and Fish wrap up the conversation by exchanging well wishes for the future and expressing gratitude for the insightful discussion. They remind listeners to make investment decisions based on thorough research and not solely on the information presented in the interview. The Motley Fool team concludes the segment, thanking listeners for tuning in and inviting them to join again for more insights.
Read more at Nasdaq: The Motley Fool Interviews Janus Henderson Investors Portfolio Manager Denny Fish