Dan Ives returns to Market on Close to discuss the "fear-driven" tech sell-off. He still considers Nvidia (NVDA) the king of the A.I. trade, arguing it's more attractable as a buy than ever with its valuation pullback. He also notes the cybersecurity trade gaining traction with Alphabet (GOOGL) seeking a $32 billion acquisition of Wiz. On Tesla (TSLA), Dan remains bullish on the company's autonomous future despite Chinese companies like BYD Co. (BYDDY) making strides in EV and A.I. development.
Market On Close
19 Mar 2025
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