About this episode

The episode discusses the potential of India as an emerging market for investment in 2026 amidst the changing landscape of AI and mega-cap tech.

As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real risks and opportunities in the world's most populous economy. Today's Stocks & Topics: Rambus Inc. (RMBS), Market Wrap, Fox's Acquisition of ROKU, The Labor Market, Stock Split, Is India the Best Emerging Market to Invest in for 2026?, Vertiv Holdings Co (VRT), Franklin FTSE India ETF (FLIN), ONEOK, Inc. (OKE), Microsoft Corporation (MSFT), Tobacco Stocks. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• India investment
• emerging markets
• AI trade
• capital growth
• market risks
• portfolio management

Keywords

• India
• emerging markets
• investment
• AI trade
• capital growth
• market risks
• portfolio

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: Rambus Inc., Fox, ROKU, Vertiv Holdings Co, Franklin FTSE India ETF, ONEOK, Inc., Microsoft Corporation, Tobacco Stocks

Places: India, 2026

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