Trader Talk
Trader Talk
Yahoo Finance
Forget the Mag 7: Focus on AI infrastructure
26 minutes Posted Jun 3, 2026 at 10:00 am.
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Show notes
Life beyond the Magnificent 7. Trader Talk host Kenny Polcari, Pacer ETFs President Sean O'Hara, and Catalyst Funds CIO David Miller discuss why capital is moving outside traditional mega-caps and into tech infrastructure. Breaking down the next leg of the AI boom, the panel reveals why investors must focus on data center power, liquid-cooling systems, and critical memory chipmakers