Nvidia, AMD, Meta, and the AI trade: Analyst weighs in
Well, tech is lifting the broader markets today. Nvidia's rally sending the S&P 500 and NASDAQ to fresh intraday highs. Joining me now is Doug Clinton, Intelligent Alpha founder and CEO.Doug, it's so interesting because we have this going on. At the same time, there's this big event expected in Pennsylvania. We've been getting little trickles of announcements out that various companies including Google are going to be spending more money on data centers and on power investments for those data centers.So whe ...