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IBM, NVDA, MSFT: A.I. Innovation From Mega-Cap Stocks

IBM (IBM) is responsible for AI + focus which has been a consistent strength, notes Daniel Newman. He and Michael Robinson discusses the magnificent 7 stocks. They talk about how the U.K. CMA to is further investigate Amazon (AMZN) and Microsoft (MSFT) Cloud Services. They outline A.I. innovation from mega-cap tech, and the outlook for Apple (AAPL) after iPhone 15 release. They highlight that Nvidia (NVDA) shares are up 200% in 2023. Michael notes that NVDA is looking for AI-related sales figures, which he thinks will be strong, and MSFT invested $10B in ChatGPT so he is looking so see if they break out any AI or AI-cloud sales. Tune in to find out more about the stock market today.

Trading 360

05 Oct 2023

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