"The companies brought their boxing gloves out" for CES 2026, says Logan Gilland. He notes clear distinctions in Nvidia (NVDA) and AMD Inc.'s (AMD) presentations and how each can etch out a win from CES. However, when it comes to investments, he believes Wall Street is pricing in "complete perfection" for semiconductors and urges investors to look at underappreciated corners of tech.
Next Gen Investing
07 Jan 2026
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