Spearing tech stocks beyond the Magnificent Seven

theCUBE's podcasts & upcoming episodes [Spearing tech stocks beyond the Magnificent Seven]( Despite facing challenges in 2022, the tech industry has shown remarkable resilience in the first half of 2023, with early technology investments paying off significantly. “As we enter the second half of 2023, the run-up in tech stocks, combined with macro uncertainty, has led to a lot of investors taking a cautious posture," said Dave Vellante, industry analyst, during this week's [Breaking Analysis]( from theCUBE. "But we believe the long-term outlook for firms that can capitalize on the AI wave remains extremely attractive as an unstoppable force.”   Vellante talks about how major companies such as Apple, Alphabet, Amazon, Microsoft, Meta Platforms, Nvidia and Tesla have experienced substantial growth, rewarding their investors. However, savvy investors have also explored opportunities beyond these well-known names, capitalizing on secular trends, including artificial intelligence, cybersecurity, cloud infrastructure, software, cleantech and robotics.   As the second half of 2023 begins, the tech sector's upward momentum, coupled with macroeconomic uncertainties, has prompted some investors to adopt a cautious approach. Nevertheless, companies with prudent earnings guidance and the ability to harness the power of AI are expected to maintain a positive outlook in the mid-term.   Riding the rising tide of AI   Vellante talks to Ivana Delevska, Spear Invest founder and CIO, to assess the current state of the market and explore how this investor is playing AI’s rising tide. Vellante also analyzes Enterprise Technology Research data to drill deeper into semis, cloud infrastructure, generative AI, cybersecurity and Snowflake.   “Our fundamental thesis is based on the fact that consumer technologies drove the prior tech cycle,” Delevska said. “Now we're seeing technology embedded in every industry, whether you're looking at manufacturing, autos, life sciences, we believe the next cycle will be technology impacting every industry and transforming a lot of these traditional industries.”   Check out Vellante’s full Breaking Analysis. [Get the free report]( [Amazon’s new AI, the rise of the supercloud and thoughts on work-life balance]( In this week’s episode of Pod]( theCUBE industry analysts John Furrier and Dave Vellante discuss Elon Musk's current legal disputes, AWS' recent earnings report and the upcoming Supercloud 4 event. The main topic of discussion this week is Andy Jassy's successful second year as CEO of Amazon, with cost-cutting measures yielding positive results. They also discuss the impact of AI, cloud computing and data centers on companies such as AWS, AMD, Nvidia and VMware.   Developing the supercloud   Furrier and Vellante also talk about theCUBE's upcoming Supercloud 4 event and the event portal]( website, featuring highlights from the first three events.   “The generative AI movement is all about cloud, and the generative AI momentum around open source is all about cloud," Furrier said. "Cloud has fueled a massive surge in software development, open-source, SaaS and now supercloud, building a platform on top of clouds and then cross connecting the clouds.”   Read the latest on theCUBE Pod. [Watch the full episode!]( New episode Aug. 29: Navigating the Road to Cyber Resiliency To address the challenges of modern data protection, theCUBE hosts the next episode of Dell’s “Navigating the Road to Cyber Resiliency” series on August 29. Industry experts will unpack the anatomy of a ransomware attack and how to mitigate risks. [Read more]( siliconangle.com [Top News: Editors' Picks]( Biden orders ban on certain US tech investments in China ... U.S. President Joe Biden issued an executive order this week that will block American citizens and organizations from investing in Chinese companies focused on certain kinds of technologies, including AI, quantum computing and semiconductors. [Read more]( siliconangle.com Aptos Labs partners with Microsoft to build AI blockchain Aptos Labs, the blockchain startup founded by former Meta Platforms Inc. employees behind the defunct Diem blockchain, has partnered with Microsoft Corp. to “explore innovative solutions” in blockchain and Web3 technology. [Read more]( siliconangle.com Three things you missed from Vast's 'Build Beyond' event Vast Data Inc. might have started out as a storage service provider, but during the “Vast presents: Build Beyond” event, the company unveiled its “Build Beyond” initiative aimed at redefining the future of data management and analytics. [Read more]( siliconangle.com [Join theCUBE for a tech extravaganza in August]( Get ready for several major tech events in August on featuring VMware Explore, Google Cloud Next, and “Navigating the Road to Cyber Resiliency: Episode 2.” [VMware Explore: August 22](   Join us for insights on the new frontier of cross-cloud computing at [VMware Explore]( starting on August 22. Don't miss theCUBE's live coverage, including analysis on the cutting-edge realm of virtualization and VMware's pioneering efforts to revolutionize supercloud architectures. Learn about real-world AI enterprise use cases and gain valuable insights into VMware's next chapter, especially amidst a high-profile acquisition by Broadcom. Tune in for theCUBE's expert-led discussions as we navigate the complexities of modern cloud landscapes together. Some of the expert guests who will be joining us include: - Raghu Raghuram, CEO of VMware - Kit Colbert, CTO of VMware - Laura Heisman, CMO of VMware   [Visit theCUBE for more info!]( ['Navigating the Road to Cyber Resiliency:]( 2': August 29](   The next episode of Dell’s “[Navigating the Road to Cyber Resiliency]( series, on August 29, will continue to provide guidance to organizations of all sizes on how to become better prepared for cyberattacks. This event will focus on valuable insights from Dell services, learnings from Dell’s partner ecosystem and a firsthand account from a customer who lived through an attack and became even stronger as a result. Tune in to hear from the experts, including: - Arun Krishnamoorthy, senior director of cybersecurity product management at Dell Technologies - Keith Bradley, VP of IT and security at Nature Fresh Farms - Michael Ambruso, technical solutions architect of data protection and cyber resilience at World Wide Technology [Don’t miss out!]( [Google Cloud Next: August 29 - 31](   Join theCUBE’s industry analysts at Cloud Next]( starting August 29, as we delve into the phenomenon of "AI fever" currently sweeping through the enterprise. Our discussions with experts will shed light on Google's extensive investment and research in AI/ML, which has positioned the company for exceptional product market fit. Be sure to tune in as we explore the future of cloud wars, anticipating the evolution of cloud-scale solutions driven by automation and interoperability gaining significant traction. During the event, theCUBE talks to the experts from Google, Splunk, Red Hat, Tata and more. [Add to your calendar!]( [Follow all theCUBE's upcoming broadcasts!]( What the analysts expect at VMware Explore 2023 VMware is rethinking cross-cloud computing, and this means a "dramatically different operating model," according to theCUBE analyst Dave Vellante. What's it all mean amidst VMware's acquisition by Broadcom? Join theCUBE live at VMware Explore. [Read more]( siliconangle.com SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](