Today on the program, we welcome Evan Zehnal, Equity Research Analyst and Vishal Chopra, Equity Research Associate. They discuss the impact of macroeconomic factors on the tech sector, and highlight the challenges and opportunities amid economic uncertainties. Vishal covers Canadian technology and healthcare sectors, including software, hardware, pharmaceuticals, and med-tech companies. Evan focuses on innovative technologies within US software, cybersecurity, and internet sectors. They deep dive into AI and its impact on the tech sector, employment, and remote work. Evan discusses how AI enhances software development processes and user interactions through natural language processing including coding, iteration, testing, and user interface design. They touch on the challenges in chip supply and tech spending adding that global chip supply constraints affect capital spending, but anticipation of increased investment arises as supply challenges ease – this is driven by AI demand and private firms innovating with AI.  

Recorded on February 16, 2024

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