Name: NVDA, TSM, AMD Show A.I. Game Will Last 'Quite a Few Years'
Uploaded: 2024-10-17T20:38:31.768-05:00
Duration: 6 min 8 s
Description: Michelle Connell of Portia Capital Management says there's "more surprise to come" for A.I. and semiconductor stocks, especially as the market awaits Nvidia's (NVDA) Blackwell chip. She believes the U.S. will be very protective of its A.I. boom, but notes the headwinds that lie ahead for mid-size companies.

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Michelle Connell of Portia Capital Management says there's "more surprise to come" for A.I. and semiconductor stocks, especially as the market awaits Nvidia's (NVDA) Blackwell chip. She believes the U.S. will be very protective of its A.I. boom, but notes the headwinds that lie ahead for mid-size companies.

NVDA, TSM, AMD Show A.I. Game Will Last 'Quite a Few Years'

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