AI’s Next Act: Jed Ellerbroek on Tech Leadership & the 2026 Market Setup

On this episode of The Money Path, host Todd M. Schoenberger is joined by Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for a deep dive into AI’s growing influence on equity markets and what it could mean for 2026. Jed breaks down why AI beneficiaries drove market leadership, while some traditional mega-cap tech names lagged — and why he believes that gap may close as valuations reset and earnings growth accelerates. The conversation explores the evolving AI ecosystem, including demand for next-generation chips, data center buildouts, and the strategic importance of flexible infrastructure as workloads shift and technology cycles compress. The discussion also highlights Argent’s large-cap investment strategy, with a focus on durable competitive advantages, secular growth trends, and disciplined valuation. Jed shares why companies like Amazon and Nvidia remain core holdings and how cloud computing, AI adoption, and operating leverage could support future returns. Looking ahead, Jed outlines an optimistic 2026 outlook, citing strong earnings growth potential, prospective Fed rate cuts, rising M&A and IPO activity, and supportive tax policy — while acknowledging risks from sticky inflation and elevated valuations. If you want a thoughtful, portfolio-level view on AI, big tech, and equity market leadership, this episode delivers clear insight and practical perspective. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠ / crosscheck-media-llc ⁠ Instagram: ⁠ / crosscheckmedia ⁠ Facebook: ⁠ / crosscheckmedia ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #ToddMSchoenberger #JedEllerbroek #ArgentCapital #AI #ArtificialIntelligence #TechStocks #Equities #StockMarket #Investing #MarketOutlook #AIInvesting #DataCenters #CloudComputing #BigTech #NVIDIA #Amazon #Microsoft #Meta #EarningsGrowth #FedPolicy #RateCuts #MergersAndAcquisitions #IPO #PortfolioManagement #CFA Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.