The Connected A.I. Trade: How AMZN & META Benefit Off NVDA Earnings
Schwab Network · Schwab Network
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Show Notes
Ali Mogharabi believes Nvidia (NVDA) earnings were "fine," citing weakness in its data center revenue as a warning flag. He still sees strengths in the report that help its Big Tech peers. Ali goes in-depth on how the evolving A.I. trade is benefitting companies like Amazon (AMZN) and Meta Platforms (META). He believes there's still "a few more innings to go" in the A.I. game.
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