About this episode

Jeffrey Buchbinder and Thomas Shipp discuss the technology sector and the implications of AI development.

In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector and the AI buildout. They tackle the following AI topics, including where we are in the capital cycle, how to think about capital intensity when valuing technology stocks, whether to favor the “picks and shovels” building AI or the adopters, and what the risks are associated with concentration of the AI ecosystem. Tracking: #1105269

More episodes of LPL Research

• The Technical Edge: Markets in Focus | LPL Market Signals · May 27, 2026 · 29 min
• Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields? | LPL Market Signals · May 19, 2026 · 27 min
• Global Uncertainty Likely to Impact Inflation More Than Growth | LPL Econ Market Minute · May 14, 2026 · 3 min

Explore listener stats, chart rankings, contacts and more on the LPL Research podcast page.