View the Pro Talks live event here now. As tech emerges as a 2023 bright spot, CNBC’s Steve Sedgwick asks Ben Rogoff of Polar Capital how to commit in this segment of the sector. The financial investment manager set up a fund centered on synthetic intelligence a full 5 years ago — very well prior to AI was on just about every investor’s lips. He’ll converse with Steve about this year’s incredibly hot topic and distinct means to get a piece of AI as an asset. He is also set to go over Large Tech vs . small-cap shares, and subject areas which includes cybersecurity, electric vehicles, cloud computing and much more. Rogoff has more than 25 a long time of investing practical experience. He joined Polar Capital in 2003. He is the direct manager of the Polar Money Technology Belief, and fund manager of the Polar Money International Engineering Fund and the Automation and Artificial Intelligence Fund. The funds’ prime holdings contain chip giants as effectively as software program and other tech shares this kind of as Nvidia , Highly developed Micro Devices , Microsoft and Apple . Post your queries in this article. Simply click here to sign up for CNBC Pro Talks on Wednesday, April 19 at 12 p.m. BST / 7:00 p.m. SGT / 7 a.m. ET. Study extra from our previous Professional Talks: Is Nvidia’s valuation justified? A single bullish fund manager presents two explanations to personal the inventory ‘Data is the new oil’: investor picks a single inventory to participate in the trend Investor claims tech has however to base — and reveals the mega-cap shares to avoid Linked coverage from Professional: Here is where to devote $10,000 appropriate now, in accordance to the professionals A considerably less clear spot in A.I. could be an $11 billion chance, Bernstein states — and names 4 shares Lender of The united states just added this international inventory with 60% upside to its best tips record
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.
The logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany’s headquarters. Sven Hoppe | Picture Alliance | Getty Images Amazon is following in the footsteps of fellow tech giant Microsoft, and not in a good way. Shares of the e-commerce and cloud giant plunged more than 11% in […]
Top Justice Department antitrust officials have decided to ask a judge to force Alphabet Inc.’s Google to sell off its Chrome browser in what would be a historic crackdown on one of the biggest tech companies in the world. Gabby Jones | Bloomberg | Getty Images Australia’s S&P/ASX 200 showed signs of weakness, falling 1.57% in […]
Traders work at the Nasdaq on Feb. 4th, 2026. Adam Jeffery | CNBC Stock futures retreated Thursday night as Amazon shares tumbled following earnings and investors hedged bets following a broad market sell-off. Dow Jones Industrial Average futures lost 110 points, or 0.2%. S&P 500 futures lost 0.5%, while Nasdaq 100 futures sank 1%. Amazon […]
