CNBC Professional Talks: Fulfill a fund supervisor who wager on A.I. five a long time in the past

CNBC Professional Talks: Fulfill a fund supervisor who wager on A.I. five a long time in the past


Watch the Pro Talks live event right here now.

As tech emerges as a 2023 vibrant spot, CNBC’s Steve Sedgwick asks Ben Rogoff of Polar Funds how to make investments in this segment of the market place.

The expense manager established up a fund focused on artificial intelligence a full  5 yrs in the past — properly right before AI was on each investor’s lips. He’ll chat with Steve about this year’s very hot subject and different methods to get a piece of AI as an asset.

He’s also established to explore Big Tech compared to tiny-cap stocks, and subjects which include cybersecurity, electrical automobiles, cloud computing and additional.

Rogoff has far more than 25 several years of investing working experience. He joined Polar Cash in 2003. He is the direct manager of the Polar Cash Technologies Rely on, and fund supervisor of the Polar Money World wide Technological innovation Fund and the Automation and Synthetic Intelligence Fund.

The funds’ top rated holdings involve chip giants as properly as program and other tech stocks such as Nvidia, Highly developed Micro Gadgets, Microsoft and Apple.

Submit your concerns listed here.

Click on right here to join CNBC Pro Talks on Wednesday, April 19 at 12 p.m. BST / 7:00 p.m. SGT / 7 a.m. ET.



Supply

Qualcomm drops 11% as chip stocks pull back from record AI-driven rally
World

Qualcomm drops 11% as chip stocks pull back from record AI-driven rally

Qualcomm is one of the biggest semiconductor companies making chipsets. Nurphoto | Nurphoto | Getty Images Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs. Qualcomm plummeted more than 11% and headed for its worst session since 2020. […]

Read More
Traders will soon be able to bet on computer chip prices as AI drives costs skyward
World

Traders will soon be able to bet on computer chip prices as AI drives costs skyward

CME Group signage above the former Chicago Board of Trade (CBOT) trading pit in Chicago, Illinois, US, on Thursday, Nov. 13, 2025. Christopher Dilts | Bloomberg | Getty Images A new futures market for semiconductors will let traders hedge their artificial intelligence investments with bets on the increasingly expensive price of computing power. Contracts on […]

Read More
Companies start getting tariff refunds after Supreme Court decision
World

Companies start getting tariff refunds after Supreme Court decision

Containers at the Port of Oakland in Oakland, California, US, on Thursday, March 26, 2026. David Paul Morris | Bloomberg | Getty Images Months after the Supreme Court ruled some tariffs were unconstitutional, the first round of tariff refunds has begun flowing in. Oshkosh Corporation CFO Matt Field confirmed to CNBC that the company has […]

Read More