The tech stock landscape may look quite different over the next four years with President-elect Donald Trump returning to office. For one, AI regulation of some form will likely have to come from the Trump administration as the fast-moving technology was not clamped down on by the Biden administration. Is that regulation soft or anti-AI innovation? That’s one of the key questions investors will aim to figure out. At the same time, questions will swirl over whether a Trump administration plans to move forward with a breakup of Google (GOOG, GOOGL) and possibly, others in big-cap tech. Yahoo Finance Executive Editor Brian Sozzi talks with EMJ Capital founder Eric Jackson. The pair dive into the outlook for market darling Nvidia (NVDA) and AI more broadly in the wake of Donald Trump’s historic White House win. Trump’s win will also likely have ramifications for the Big Tech companies such as Microsoft (MSFT) and Tesla (TSLA) that dominate the "popular Magnificent Seven" complex. Is there one big name in tech that investors should own over another? Nvidia is also entering the Dow Jones Industrial Average (^DJI), which may add further gains to the stock Jackson hints.

For full episodes of Opening Bid, watch on our website or listen on your favorite podcast platform.