AI stocks took a hit this week, but does the selloff signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting disruption, and Tesla’s shifting EV strategy. They also challenge assumptions about Google Search, S&P 500 diversification, and Big Tech’s staying power before putting two beaten-down stocks on their radar.

Travis Hoium, Lou Whiteman, and Emily Flippen discuss:
- Is AI Over?
- Non-AI Opportunities
- Tesla Ends Cybertruck
- Are We Sure? 
- Big Tech Risks
- Stocks On Our Radar

Companies discussed: Nvidia (NVDA), Duolingo (DUOL), Uber Technologies (UBER), Alphabet (GOOGL), Datadog (DDOG), Tesla (TSLA), Meta Platforms (META), Apple (AAPL), Rivian Automotive (RIVN), Volkswagen (VWAGY), Microsoft (MSFT), Axon Enterprise (AXON), Zebra Technologies (ZBRA)

Host: Travis Hoium
Guests: Lou Whiteman, Emily Flippen
Engineer: Dan Boyd

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