(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Investors are eyeing a tech company that could be an artificial intelligence and nearshoring play. Plus, where JPMorgan is seeing the next big opportunity in private markets. ‘Worldwide Exchange’ Pick: Amkor Technology (AMKR) Nancy Prial of Essex Investment Management sees Amkor Technology , a semiconductor testing and packaging company as an AI play and a nearshoring play. “We like it as a back door AI play,” said Prial. “They are suppliers of outsourced assembly and test equipment. Think about advanced packaging that’s needed for these very sophisticated chips and these servers and the data centers.” In August, Apple announced an investment into Amkor. Prial added: “It’s the only outsourced assembly and test manufacturing with a significant presence in the United States while also having presence overseas. So we think they’ve got a number of tailwinds.” Bullish call on Nvidia “Don’t fight Nvidia” is how Robert Schein of Blanke Schein Wealth Management views the chip giant that has outperformed since announcing a $100 billion investment into Open AI. “There’s another sector or leg up of growth potentially, “Schein said. “That’s quantum computing moving forward. The market is also looking at the robotics trade and what they can contribute to that industrial automation beyond just the GPUs and the data centers. I think you don’t want to bet against Nvidia moving forward, because there’s another chapter that needs to be played out.” Evaluating opportunities in private markets Sitara Sundar of JPMorgan believes software is the next beneficiary of the artificial intelligence boom, seeing the space as a $3 trillion to $5 trillion opportunity. However, she believes the best opportunities going forward will be in the private markets with private companies making up approximately 95% of the software space. “The infrastructure space has happened in public markets. We think we’re on the precipice of moving towards the application layer and the platform technology layer. When we think about that, it’s that shift from software as a service to service as software, which in the simplest form, means automation of business, core business functions, automation of certain parts of the labor force. That’s a meaningful opportunity set,” Sundar said. “Right now, we think a majority of those companies within the next decade are going to be within private markets.” ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
