GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, CFA, Portfolio Manager. Today the team will give an update on AI and discuss Salesforce and Broadcom results. For more information about Tech Thoughts and insights, visit https://www.gpbullhound.com/category/insights/tech-thoughts/#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts #WaltDisney #Disney #Google #Semis