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4min chapter
Nvidia Reignites A Global Rally In A.I. Stocks
Market Depth
The Impact of Nvidia Shares on the NASDAQ Index
Wes Macmurra: Nvidia has put a floor under the Nikkei's two-day sell-off today. He says if Nvidia reignited stampede into AI-themed large caps semiconductor supply chain stocks, then that could help drive up Japanese index. And as Stan Druckenmiller had recently said regarding him being long in video because there aren't many vehicles out there in which you can get long AI exposure, you may very well see investors play AI via Japan proxies, okay?
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Listen to the best highlights from the podcasts you love and dive into the full episode