Talking Tech and AI | LPL Market Signals

from Market Signals by LPL Financial · host LPL Financial

In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector and the AI buildout. They tackle the following AI topics, including where we are in the capital cycle, how to think about capital intensity when valuation technology stocks, whether to favor the “picks and shovels” building AI or the adopters, and what the risks are associated with concentration of the AI ecosystem. Tracking: #1105269

Episode metadata supplied by the publisher feed · Published May 12, 2026

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Talking Tech and AI | LPL Market Signals

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