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Industry analysts think the AI revolution is still in its early stages, and longtime fund manager Chris Retzler agrees. But the market veteran believes small, under-the-radar growth stocks—not the well-known companies that have already surged — are the best way to play the AI boom. AdvertisementHow to invest in small caps — and where to find themSince 2008, Retzler has single-handedly managed the Needham Small Cap Growth Fund (NESGX). Plus, investors are overlooking small-cap stocks' exposure to key growth opportunities like AI, data center buildouts, military modernization, and telecommunication improvements, in Retzler's view. "Money doesn't go immediately to small caps — it goes to the next market cap, generally," Retzler said.
Persons: , Chris Retzler, Retzler, he's, Morningstar, doesn't, Rogers, Lumentum, that's, Generac Organizations: Service, Nvidia, Business, Industry, Growth, MKS, Aspen Locations: ROG
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeedham’s Chris Retzler says find opportunities in semis and softwareNeedham’s Chris Retzler and Wilmington Trust’s Meghan Shue join 'Closing Bell: Overtime' to discuss their market outlook and where investors should be looking for opportunities.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full post-market discussion with Needham’s Chris Retzler and Wilmington’s Meghan ShueNeedham’s Chris Retzler and Wilmington’s Meghan Shue join 'Closing Bell: Overtime' to discuss their respective market outlooks and where investors should be looking for opportunities.
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