The AI Trade 3/18/24
Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more. Investment Committee Disclosures
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.