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
People in this episode
Guests: Jeffrey Buchbinder, Thomas Shipp
Topics covered
- technology sector
- AI buildout
- capital cycle
- capital intensity
- technology stocks
- AI ecosystem risks
Keywords
- technology
- AI
- capital cycle
- technology stocks
- risks
- investment
Mentioned in this episode
Organizations: LPL Research, AI, technology sector
More episodes of LPL Research
- Spending Plans Were Delayed, Not Canceled | LPL Econ Market Minute · June 12, 2026 · 3 min
- Factor Frenzy: What's driving the volatility beneath the surface? | LPL Market Signals · June 11, 2026 · 28 min
- Navigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook | LPL Market Signals · June 2, 2026 · 33 min
- 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.