NVDA Jan 2025 1700.000 call
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Can Nvidia outpace Apple in AI race?
Nvidia (NVDA) has been dominating the tech AI world, but concerns have arisen about whether the semiconductor giant can sustain this momentum. CFRA Research senior equity analyst Angelo Zino and Neuberger Berman managing director Dan Flax join Market Domination to discuss if Nvidia can maintain its lead over Apple (AAPL). Zino believes Nvidia will continue to be "the main driver in AI monetization" for the next few years. He also foresees a "broadening in the customer market" within the cloud, saying he "remains very excited" about the company, noting it will outperform Apple within the next year. Flax shared a similar sentiment, stating, "We can continue to own both names," but adding, "for new money, I would have a little bit of a preference for Nvidia here, given the stronger growth over the next twelve to twenty-four months." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Angel Smith
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Nvidia isn't always going to rule AI, strategist explains
Shares of Nvidia (NVDA) are trading lower after the chip giant executed a 10-for-1 stock split. Bokeh Capital Partners Founder and CIO Kim Forrest joins Catalysts to discuss the move and Nvidia's position in the overall AI landscape. "I'm always cautious because we're assuming that, by the current price and the current thought behind Nvidia, that this company is going to rule AI forever and ever... I don't believe that. I believe that the huge margins are going to be attractive. And here's a crazy idea: maybe some chip designer will come up with an even better way to be useful in the AI ecosystem," Forrest explains. She adds that while Nvidia certainly has a leg up on the competition, she wouldn't count out other players in the AI game. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Melanie Riehl
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Stocks open lower ahead of week's Fed meeting, May CPI data
All three of the major market indices (^DJI, ^IXIC, ^GSPC) are flirting below their flatlines at Monday's market opening. The S&P 500 and the Nasdaq Composite open the week above their respective benchmark highs of 5,300 and 17,000. The Morning Brief's Seana Smith and Brian Sozzi watch the morning's market and sector action ahead of Wednesday's Federal Reserve meeting and the latest inflation data, while Jared Blikre monitors market trends tied to events such as Nvidia's (NVDA) 10-for-1 stock split and commodity prices. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.
