AI Is Eating Software - 4 AI Stocks to Keep You off the Menu episode artwork

EPISODE · Sep 14, 2025 · 30 MIN

AI Is Eating Software - 4 AI Stocks to Keep You off the Menu

from Investing in Intelligence: AI Stocks and Options · host Investing in Intelligence

AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company you've never heard of). The episode wraps up with a final analysis of Google - you might be surprised to find our take after Google's impressive comeback over the last couple months.AI Stocks Discussed: Google (GOOG), MP Materials (MP), USA Rare Earth Inc (USAR), Lynas Rare Earths Ltd (LYSCF), WhiteFiber (WYFI), and many more.Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

Episode metadata supplied by the publisher feed · Published Sep 14, 2025

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AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...

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AI Is Eating Software - 4 AI Stocks to Keep You off the Menu

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