The road ahead for semiconductor stocks [Video]

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Excitement around artificial intelligence has benefited the semiconductor space, but after the run we’ve seen, is there still opportunity in the companies that make the hardware that powers AI? Joining us now to discuss is Andrew McKendry, VP for Portfolio Research at TD Asset Management. Andrew, welcome to the program. First time on, great topic, looking forward to the chat.

Yeah, thanks for having me, Greg. Looking forward to it.

Well, let’s jump into the semis then. Obviously, people, unless you’ve not been watching the markets at all for a year and a half, we know about the benefits we’ve seen from some semiconductor names with all the excitement around AI. What inning are we in right now in this trade?

Well, Greg, it is a very fitting time to take stock here. We’ve actually just passed the two-year anniversary of the public release of OpenAI’s ChatGPT, which I’m sure …