Investor Sentiment and AI Adoption in a Shifting Market

 Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's investment of $500 billion in AI infrastructure and its implications. They also touch on a recent analyst report about Microsoft canceling some AI data center leases and the broader AI adoption theme in the market. The episode delves deeply into Nvidia, anticipating their upcoming earnings report and evaluating expectations for their guidance. They also discuss the challenge for Nvidia investors in assessing long-term growth amidst rapid technological advancements and market volatility.

Articles Mentioned

• Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg)
• Microsoft Cancels Leases for AI Data Centers, Analyst Says (Bloomberg)

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