VIDEO: Big Bank Makes a Surprising Nvidia Move
Near-term capacity constraints can bring opportunity for patient investors.
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On Tuesday, TheStreet Pro's Chris Versace joined the folks at Yahoo! Finance to discuss the expected end of the government shutdown, quarterly results from CoreWeave (CRWV) and Softbank’s (SFTBF) exiting of Nvidia (NVDA) shares.
Chris explains why the Portfolio is tracking AI adoption as one north star when it comes to the technology, discusses the health of the “AI trade” and explains why Nvidia will need to deliver a beat-and-raise earnings report in the coming weeks.
The conversation then turned to the jump in corporate buyback levels, company buybacks, earnings growth prospects and some non-AI areas of the market.
At the time of publication, TheStreet Pro Portfolio was long NVDA.
