The demand that they're seeing from AI is something that is directly benefiting NVIDIA. They have talked about how this is going to be an extremely long-term tailwind for them. A lot of software companies, other chip makers,. in addition to NVIDIA, we have AMD that's done quite well this year. Marvell technology last week came out with another positive forecast and talking about the upside that it is being from AI.
Bloomberg News Equities Reporter Ryan Vlastelica and Bloomberg News US Semiconductor & Networking Reporter Ian King discuss Nvidia’s market valuation crossing the $1 trillion threshold on Tuesday after its artificial intelligence prospects vaulted the chipmaker into an elite club of just five American companies. Andrew Slimmon, Senior Portfolio Manager at Morgan Stanley Investment Management and Yelena Shulyatyeva, Senior US Economist at BNP Paribas, break down the impact of Fed policy on the US markets and economy. Glenn J. Williams, CEO of Primerica, shares his insight on the mood of the middle-income investor. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Tech and VC Reporter Priya Anand talk about Priya's Businessweek story Assault Allegations Plague a $1.4 Billion Home Eldercare Startup.
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