The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics. Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors. Key moments in this episode: 00:00 Introduction to AI and Investment Opportunities 00:28 Meet the Experts: Tony Kim and Michael Gates 01:36 The Evolution of AI: From Chatbots to Super Intelligence 03:51 Investment Layers in AI: Infrastructure to Applications 06:20 AI's Rapid Growth ...