Joanne Feeney

Joanne Feeney, a partner and portfolio manager at Advisors Capital Management, dives into the evolving dynamics of AI valuations and the latest trends in the chip sector. Judy Samuels, CEO of TechNYC, weighs in on the significant implications of the recent mayoral election for New York's tech industry, highlighting priorities such as housing and government modernization. Together, they explore how these developments set the stage for a transformative era in New York's tech landscape.

Joanne Feeney, portfolio manager and capital partner who manages institutional equity portfolios, explains Broadcom's AI positioning and financial outlook. She discusses Broadcom’s execution, TSMC partnership, and how chips plus networking and software create advantage. She also covers likely M&A appetite, buybacks, and capacity through 2028.

Joanne Feeney, an Advisors Capital Management investment professional, offers market risk commentary and portfolio positioning advice. She highlights government shutdown and fiscal risks, a weakening dollar, and political headwinds. The conversation also touches on record S&P highs, major corporate layoffs, and a rally in precious metals.

Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.

Pat Gelsinger, CEO of Intel, dives deep into the company’s latest earnings and future strategies, highlighting their comeback amid fierce competition from NVIDIA and AMD. Joined by Tom Giles, Ian King, and Joanne Feeney, they discuss Intel's dual role in AI chip manufacturing, the impact of the CHIPS Act, and ongoing restructuring efforts. The conversation also touches on the excitement around Intel's Foundry business and the challenges of funding in the evolving tech landscape, showcasing a hopeful outlook for recovery and innovation.