META & OpenAI Deals Add to NVDA Stronghold Ahead of Earnings
Schwab Network · Schwab Network
February 20, 20267m 47s
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Show Notes
Nvidia (NVDA) is "at the center of all things AI," says Paul McCarthy. He doesn't see that changing with its extended partnership in Meta Platforms (META) and $30 billion backing in OpenAI. As the company readies to report earnings next week, Paul expects its gargantuan backlog and tentative China sales to serve as upside catalysts. He adds that he "doesn't see any changes anytime soon" to factors affecting Nvidia's dominance. George Tsilis turns to an example options trade in the Mag 7 giant.