Tech stocks due a rebound, China's AI build-out, and Virgin's play for SMEs

Peter Switzer talks to Grady Wulff, Senior Market Analyst at Bell Direct, Raymond Chan, Private Client Adviser and Head of Asian Desk at Morgans and Kyler Chong, General Manager, SME at Virgin Australia.Grady Wulff goes through the tech names the market punished this year and which of them have the foundations to turn, plus the mining giant she thinks the copper cycle is about to reprice.Raymond Chan is back from Hong Kong and the Greater Bay Area with a read on how seriously China is taking AI, why the front end is digital and the back end is physical, and where that leaves Australian resources and infrastructure.Kyler Chong on the new Virgin Australia Business Flyer program, why SME travel has not slowed, and how a small business can earn points twice on one flight.On the show:- The SaaS names sold down this year, and the one with almost every broker on a buy.- A logistics business with no close competitor, and whether AI is a threat or a tool.- What the brokers now want to pay for CBA after this year's run.- Copper, uranium, and why a new mine takes decades to reach production.- The pick out of reporting season that is not a tech stock but sells into the AI build-out.- Two more rate rises on the futures curve, and what that does to the retailers.Try the Switzer Report: https://switzerreport.com.au/subscribe/The Switzer Show airs Monday at 19:00 AEST on ausbiz.Listen on Spotify: https://open.spotify.com/show/0mqHg1gPNAqIobu9lnXT2UListen on Apple Podcasts: https://podcasts.apple.com/au/podcast/the-switzer-show/id1484916577This information is general in nature and does not take your objectives, financial situation or needs into account. It is not a recommendation to buy or sell any security. Consider seeking advice from a licensed financial adviser before acting.