The WINNING sectors of the new AI trade | Ross Mayfield

Ross Mayfield is an investment strategist at Baird. He joins Phil Rosen on Full Signal to discuss his most bullish sector picks, opportunities and traps in the current AI trade, whether to buy into the software sell off and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:21 - Bull Market Divergence1:23 - AI Trade Not a Bubble4:17 - Software vs Semis Split7:13 - Geopolitics and Stimulus11:10 - Dip Buying Psychology13:02 - Client Fears Debt Dollar16:45 - Sector Picks Industrials19:36 - Housing and Defensives22:47 - What Turns Bearish26:17 - AI and Jobs Debate28:58 - Where to Find Ross OnlineDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed