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February 6, 2025 15 mins

The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.

 

In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.

 

CHAPTERS 0:00 - Introduction

00:56 - DeepSeek AI Shakeup

02:36 - AI’s Impact on Tech Stocks

04:00 - Big Tech & Washington

06:23 - Tariffs & Market Effects

08:04 - Netflix’s Streaming Strength

10:16 - Meta’s AI-Driven Ads

12:35 - Uber: A Contrarian Pick

14:00 - Revisiting 2024’s Winners

14:40 - Preview: 2025 MoneyShow Vegas

 

More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts

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Mark as Played

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