VIDEO: How Volatility Is Impacting Our AI Plays
Today’s top market stories are driving major moves across AI, media and Big Tech stocks.
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In today’s Portfolio video, Chris Versace joins Julie Gillespie at TipRanks to break down the key takeaways from Anthropic’s AI event, what the latest headlines mean for AI-related stocks like Nvidia (NVDA) and how upcoming earnings from Salesforce (CRM) and Snowflake (SNOW) could shape sentiment.
On the media side, they discuss Paramount Global’s (PSKY) revised offer for Warner Bros. Discovery (WBD) and what a potential streaming consolidation could mean for the broader sector — including competitive pressure on Netflix (NFLX) .
The two also dive into the reported AMD (AMD) , Meta (META) AI chip deal and what it signals about the evolving competitive landscape in AI hardware.
Finally, Julie and Chris preview the key market themes investors should watch from President Trump’s State of the Union and what Tuesday's headlines reveal about the broader market narrative heading into the end of February.
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At the time of publication, TheStreet Pro Portfolio was long NVDA and META.
