NVDA, INTC, AMD, MU: A Frenzy Over A.I. Is Dangerous

China fears the loss of access to Nvidia (NVDA), Intel (INTC), and Advance Micro Devices (AMD), notes Kim Forrest. She and Daniel Newman discuss how China has launched an investigation into Micron (MU) amid geopolitical fight over semiconductors. Kim mentions that the past indicates that a frenzy over A.I. is dangerous. They talk about other semiconductors that could face Chinese scrutiny. Daniel highlights his semiconductor picks which include INTC, Lattice Semiconductor (LSCC), and Amazon Web Services (AMZN). Tune in to find out more about the stock market today.