HomeIndustriesTechnologyNVDA & AMD Sell Off: 'Investors Don't Want to be in A.I. Right Now'
00:00
00:00
05:52
NVDA & AMD Sell Off: 'Investors Don't Want to be in A.I. Right Now'

NVDA & AMD Sell Off: 'Investors Don't Want to be in A.I. Right Now'

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginning at TSMC's Arizona plant this week as a sing of tech positivity. However, he points to DeepSeek as an example of what can happen if China gets greater access to these chips.

The Watch List

16 Apr 2025

SHARE

ON AIR
6:00 pm
The Watch List
education
5:00 am
Your First Trade
REPLAY
education
5:30 am
Your First Trade
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Fast Market
REPLAY
8:00 am
Next Gen Investing
REPLAY
9:00 am
Market Overtime
REPLAY
education
9:30 am
Inside the Mind of a Trader
REPLAY
education
10:00 am
Inside the Mind of a Trader
REPLAY
education
10:30 am
Inside the Mind of a Trader
REPLAY
11:00 am
The Wrap
REPLAY
12:00 pm
Morning Movers
1:00 pm
Morning Trade Live
3:00 pm
Trading 360
4:00 pm
Fast Market
5:00 pm
Next Gen Investing
ON AIR
6:00 pm
The Watch List
7:00 pm
Market On Close
8:30 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Next Gen Investing
REPLAY
11:00 pm
The Wrap
REPLAY
12:00 am
Market Overtime
REPLAY
1:00 am
The Wrap
REPLAY
2:00 am
Market Overtime
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor