Options Corner: NVDA, MU, DAL

Ark's Cathie Wood on DeepSeek, AI, Crypto, Trump

This discussion highlights how the decreasing costs of AI innovation are reshaping the tech sector, particularly in the competition between inference and training chips. While industry giants like Nvidia and Microsoft currently dominate, falling costs could enable mid-cap firms to gain market share. Key applications such as autonomous mobility and healthcare advancements are identified as areas where AI is poised to make a major impact. Additionally, the conversation explores the geopolitical dimensions of AI, including US-China tech competition and evolving cryptocurrency regulations.

Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says

In this video, Mark and Dan discuss the current state of global markets and investment opportunities amidst economic uncertainties, particularly focusing on emerging markets, valuations, and the implications of AI-driven investments. Mark shares insights on how political rhetoric regarding tariffs may inflate fears but also create potential for lucrative investments in undervalued foreign markets like China. They express concerns about high valuations in the U.S., especially among AI-related stocks, while recommending strategies to navigate potential volatility.

Dan Niles: Bullish in '24, Says Cash Top Pick for '25

Tech will be in a bull market for the next 2-3 years, says Wedbush Secur...

The Big 3: CRWD, NVDA, MU

The 'crack cocaine' of the markets: WSJ's Gunjan Banerji on the rise of ...

Market dip a buying opportunity, says Fundstrats' Tom Lee