HomeIndustriesTechnologyNVDA a ‘Source of Volatility’ in Tech-Heavy Market
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NVDA a ‘Source of Volatility’ in Tech-Heavy Market

NVDA a ‘Source of Volatility’ in Tech-Heavy Market

Alec Young discusses what comes next in the A.I. race after DeepSeek roiled markets yesterday. “It’s not necessarily a death-knell for Nvidia,” he says, but he thinks the semiconductor race will broaden out from here. Increasingly, NVDA is a “source of volatility”, he adds, and due to its overweight presence in major indexes, he sees this as a bad thing.

Morning Trade Live

28 Jan 2025

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