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[ARTICLE · art-78829] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

The new AI trade: Visa, Shopify, and more

Yahoo Finance host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne argue that the AI trade remains viable and advise investors to reduce spending risk by looking beyond hyperscalers and semiconductors, naming Visa and Shopify as examples.

read1 min views1 publishedJul 29, 2026
The new AI trade: Visa, Shopify, and more
Image: Ca (auto-discovered)

The new AI trade: Visa, Shopify, and more Yahoo Finance Video Wed, July 29, 2026 at 5:15 p.m. GMT+2 CAT SHOP V JNJ Host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne discuss why they believe the AI trade is still alive, and how investors can reduce spending risk by looking beyond hyperscalers and semiconductors. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings

source & further reading
ca.finance.yahoo.com — original article Wall Street Picks AI Winners and Losers as Credit Swaps Surge SK Hynix stock rout shines light on this stunning semiconductor stock reality Investors are selling Meta as it heads to its earnings report
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