Finance
AI Super Boom: Why the Nasdaq Could Hit 74,000! Bob Iaccino & Jeff Hirsch
Date: 2026-10-08 15:36:37
Is an AI “Super Boom” just getting started—or is reality failing to live up to the hype?
At the 2026 MoneyShow/TradersEXPO Orlando, Mike Larson sits down with two top market experts to break down what’s driving tech stocks, where profit opportunities are emerging, and what investors should watch heading into 2027.
First, Bob Iaccino, Co-Founder of Path Trading Partners and Publisher of the Unfiltered Investor newsletter, discusses why rising interest rates may not threaten stocks as much as some investors believe. He then shares top AI-related investment opportunities beyond semiconductor stocks, including data center infrastructure plays, copper, and names like Caterpillar and Amazon. Bob also explains why he remains bullish for the new year—but how higher inflation remains a key market risk.
Then, Jeff Hirsch, Editor-in-Chief of The Stock Trader’s Almanac, explains his long-term AI “Super Boom” thesis—and why he believes the Nasdaq could reach 74,000 by 2036. Hirsch also discusses market seasonality, the four-year election cycle, October volatility, and opportunities in small caps, biotech stocks, and Bitcoin. Finally, he covers why investors should continue focusing on market leadership—and making sure their portfolios are concentrated in the best sectors.
0:00 – AI Boom or Bubble?
0:39 – Bob Iaccino Joins Mike Larson
1:10 – Are Higher Interest Rates a Threat to Stocks?
2:14 – Finding AI Trades Beyond Semiconductor Stocks
3:12 – Caterpillar and the Data Center Boom
4:15 – The Long-Term Case for Copper and Gold
5:31 – Market Breadth and October Seasonality
6:55 – The Fed, Inflation, and Midterm Elections
8:09 – How Bob Iaccino Is Trading This Market
9:11 – Is Netflix Becoming Attractive?
10:22 – 2027 Outlook and the Diesel Problem
11:42 – Why Bob Likes Amazon and Gold
12:45 – Jeffrey Hirsch Joins Mike Larson
13:23 – The “AI Super Boom” Explained
14:45 – Could Nasdaq Reach 74,000 by 2036?
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