Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch
A CNBC article looks at how turmoil around Nvidia is reshuffling the AI trade, reporting that HSBC downgraded the stock and says it will struggle until a new CEO is named, while Stephanie Link is selling it for another chipmaker. Analyst Meeks calls its valuation "stupid" yet urges buying Nvidia "with both hands," and Bernstein deems Apple tech's safe "Costco," advising investors to keep buying it.
