Newsflash to the people that love investing in Apple (AAPL), Microsoft (MSFT), Google (GOOG), Netflix (NFLX), Meta (META), Amazon (AMZN) and Nvidia (NVDA). We can confirm there ARE other great tech companies to invest in! They may not garner Nvidia like headlines and visions of $10 trillion valuations, but names such as Hubspot (HUBS), Micron (MU) and other under the radar names offer up great potential opportunities. In fact, in many cases these companies are poised to cash in on the AI arms race just the same as Nvidia. So how do you find these best of breed tech companies in a sea of hype? And what should you be doing with tech stocks more broadly into a heated presidential election cycle? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Goldman Sachs Asset Management portfolio manager Brook Dane to dive into the world of the world’s most volatile, lesser known tech stocks. Who wins the AI race from this crop of up and comers? Dane has the deets, and shares his tried and true tech investing playbook.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at [email protected].

00:00-Brook Dane joins Opening Bid

01:00-How is the market impacted by the presidential debate

05:00-Market projections with AI regulations questions

16:00-Stocks to watch

20:30-What's up with Snapchat

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Brook Dane is a portfolio manager at Goldman Sachs Asset Management.

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