The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO
CNBC Pro rounds up the week ahead for the AI trade, led by Nvidia earnings and an Anthropic IPO. HSBC downgraded Nvidia and forecasts its stock will struggle until a new chief executive is named, while Tom Lee says he is buying the tech dip and Bernstein calls Apple the safe Costco of tech and says keep buying its stock.
