Nvidia (NVDA) rallied today alongside other chip stocks after Foxconn's notable earnings. Ivana Delevska believes it can rally more with CEO Jensen Huang's speech at CES 2025. She then turns to AMD Inc. (AMD), saying it "will be very difficult to compete with Nvidia," but there will be room for multiple chip companies in the A.I. space. Tom White later looks at bullish example trades in Nvidia and AMD Inc.
Morning Trade Live
06 Jan 2025
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