AI’s impact on Software & Semiconductors: What investors should know – Ben Holton and Jonathan Tseng

Curious about the future of chips, cloud or code? AI is accelerating across enterprise platforms and changing the way we interact with everyday applications. Join Analyst and Portfolio Manager Ben Holton and Research Analyst Jonathan Tseng as they explore AI’s transformative impact, zeroing in on the Software & Semiconductor sectors. Plus, they unpack how AI is reshaping industries, driving innovation, and emerging as a powerful investable theme. Recorded on October 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.