Jed Ellerbroek’s Stock Picks & the Role of AI in Next Earnings Season

Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia’s (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they’ve made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also likes ServiceNow (NOW), arguing AI can “make their products better.” Other picks include Blackstone (BX), Amazon (AMZN), and more.

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