Chip demand and NVIDIA headlines

Brenda Vingiello of Sand Hill Global Advisors joins to explain positioning in mega-cap tech, including Tesla, Microsoft and Meta, and what investors should focus on as those earnings reports hit. Brent Thill of Jefferies reacts to Microsoft and Meta earnings. David Zervos of Jefferies weighs in on markets and Fed expectations after Powell's presser.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.