Nvidia and semiconductors still lead, but new winners emerge

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The AI boom is reshaping the stock market, and investors want to know what comes next. On Trader Talk, Kenny Polcari sits down with Erin Gibbs, chief equity strategist at SlateStone Wealth, with 25 years of experience in portfolio strategy and quantitative research. Gibbs explains why Nvidia (NVDA) and semiconductors remain strong, how AI-driven energy demand could lift utilities and industrials, and why small ...