Huge Week for Chips 5/26/23
Halftime Report
00:00
The Watershed Week for AI-centric Names
Rob Seach: The chances of you getting a rotation out of AI centric names, I think, is slim. You have to be relying on fresh money, fresh money that might not be in the market coming in. Nvidia is now overweight and a lot of a lot of portfolios that have held it for quite some time. It's up 12% this week, 23% this month. They are among the best of the month to date winners from the chip space.
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