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NVDA Leading "New Industrial Revolution," Cruises to Continue Bullish Momentum

NVDA Leading "New Industrial Revolution," Cruises to Continue Bullish Momentum

Schwab Network · Schwab Network

July 16, 20259m 22s

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Show Notes

Ivan Feinseth argues there's "nothing but tailwinds" for Nvidia (NVDA). He says "it's all Nvidia, all the time," pointing to the company's charge in creating A.I. chips for the infrastructure buildout. He names other Mag 7 companies and Oracle (ORCL) as rising stars in the A.I. race. He's also bullish on a completely different industry: cruise lines. He offers his take on what can drive a rally in stocks like Norwegian Cruise Line (NCLH) and Royal Caribbean (RCL).


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