KG: Mag 7, NVDA & CRWV "Keeping AI Story Alive For Now," USAR Soars

January 26, 20266m 54s

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Show Notes

Tech is back in focus with four of the Mag 7 names reporting earnings this week. Kevin Green sees mega caps capturing the market momentum. He points to Big Tech leading price action Monday morning as a sign that the broadening trade may move to the back seat. KG later talks about Nvidia's (NVDA) additional $2 billion investment into CoreWeave (CRWV) as a sign the AI infrastructure story still has room to run. As for the shining metal trade, he explains the significance of the new U.S. stake in USA Rare Earth (USAR).

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