NVDA "Rising Tide," AVGO Accelerating Demand, GOOGL & AMZN Power Competition
Автор: Schwab Network
Загружено: 2025-12-04
Просмотров: 11055
Jed Ellerbroek says the A.I. trade has turned "skittish" but the overall market strength remains intact. He points to Broadcom's (AVGO) earnings next Thursday as a major catalyst to see if custom A.I. chip demand accelerates. Nvidia (NVDA) is still the company Jed sees as a "rising tide that will lift most boats." He also touches on Amazon's (AMZN) and Alphabet's (GOOGL) positioning as both Mag 7 giants seek to build more of their own chips.
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#nvidia #broadcom #google #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #nvda #avgo #googl #alphabet #amazon #amzn #ai #artificialintelligence #earnings #guidance #mag7 #bigtech #tech
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