NVDA Risks Ahead, AMZN Shows 'A.I. Spending Boom Not Done Yet'

Nvidia (NVDA) doesn't report earnings until late May, but that isn't stopping skyrocketing trading action. Diane King Hall points to a tailwind in the latest round of Mag 7 earnings, particularly Amazon's (AMZN) $100 billion planed CapEx spend toward A.I. However, Diane talks about cracks forming in analyst coverage with Seaport Securities' new sell rating on the stock.

Next Gen Investing

02 May 2025

SHARE

Schwab Network's Newsletters

Daily insights for every investor