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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