4min chapter

Wall Street Breakfast cover image

FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel

Wall Street Breakfast

CHAPTER

AI Productivity Stock Market

"I don't think anybody really knows, you know, the potential of it or the dangers of it," he says. "It's not so big in a lot of companies numbers, but it will be bigger." He believes Nvidia is at an inflection for AI and that its main business could accelerate next quarter and all year. The company has been talking about AI for years; they had a trip up with their gaming business last quarter.

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