# Meta, Nvidia & AI's Next Move | Wayve Capital's Top Picks for the Second Half of 2026

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/meta-nvidia-ai-s-next-move-wayve-capital-s-top-picks-for-the-second-half-of-2026
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/meta-nvidia-ai-s-next-move-wayve-capital-s-top-picks-for-the-second-half-of-2026.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-10T18:28:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN3305544469.mp3
Audio file: https://traffic.megaphone.fm/FPMN3305544469.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/meta-nvidia-ai-s-next-move-wayve-capital-s-top-picks-for-the-second-half-of-2026
Duration seconds: 2578

## Resource

Has the AI investment story entered a new chapter? On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a wide-ranging discussion on artificial intelligence, semiconductors, geopolitics, energy, and the outlook for Wall Street. Following Meta's blockbuster week and renewed optimism surrounding AI infrastructure spending, Joe and Rhys explain why the AI trade may still have room to run. They break down the latest developments in Meta's custom AI chips, discuss why Nvidia remains the industry leader, and reveal the semiconductor stocks they believe deserve investors' attention. The conversation also shifts to the Middle East, where renewed tensions involving Iran are raising geopolitical concerns heading into the weekend. Despite the headlines, the market's muted reaction suggests investors remain focused on earnings, AI innovation, and economic fundamentals. Why Meta's AI investments could reshape the semiconductor landscape Nvidia's long-term outlook and whether it's still the best AI stock to own The memory chip battle between Micron and SK Hynix Why Astera Labs and ARM remain compelling AI infrastructure plays How to build a diversified semiconductor portfolio Energy stocks, natural gas, and pipeline opportunities Is Wall Street underpricing geopolitical risk? Interest rates, housing, and the outlook for the second half of 2026 What investors should be watching before next week's earnings season Whether you're focused on AI, semiconductors, energy, or macro investing, this episode delivers institutional-level insights designed to help investors navigate today's rapidly evolving markets. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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