Where can investors turn for attractive investment opportunities in AI outside of Nvidia? “We believe Oracle is a cheaper way to play AI,” said Brian Krawez, CFA, president and lead portfolio manager at Scharf Investments. He recently spoke with Doug Krizner on Bloomberg’s “Daybreak Asia” program and shared his thoughts on Oracle ahead of its earnings release and forecast for double-digit revenue growth. “I’m not sure when the fever will break in terms of the AI trade.” Brian also discussed the Fed, interest rates, and the potential for value stocks in this higher-for-longer interest rate environment. He also sees compelling investment opportunities outside the U.S., including Samsung. “Samsung is one of the largest tech companies by revenue and is a stealth way to play AI.” You can hear Brian’s interview beginning at the 22:50 mark in the link below.

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https://www.youtube.com/watch?v=SCpbGGzAMXE&list=PLe4PRejZgr0Mvkfte_CsCiKEYuP9DtXN8&index=3