NVDA Risks Ahead, AMZN Shows "A.I. Spending Boom Not Done Yet"
Schwab Network · Schwab Network
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Show Notes
Nvidia (NVDA) doesn't report earnings until late May, butthat isn't stopping skyrocketing trading action. Diane King Hall points to a tailwind in the latest round of Mag 7 earnings, particularly Amazon's (AMZN) $100 billion planed CapEx spend toward A.I. However, Diane talks about cracks forming in analyst coverage with Seaport Securities' new sell rating on the stock.
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