Newman: A.I. Bubble Story "Blown Out of Proportion"
Schwab Network · Schwab Network
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Show Notes
Even though Dell Technologies (DELL) took a hit after hours following earnings, Daniel Newman says its tie to Nvidia (NVDA) and the A.I. ecosystem makes it a strong company. He adds that the A.I. bubble is overexaggerated and sees the evolving tech leading market growth in the future. He explains how Nvidia will retain its position as the leader and ways related companies can rise in the agentic A.I. era.
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