Sign up to save your podcasts
Or
Share A severe case of COVIDIA: prognosis for an AI-driven US equity market
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A severe case of COVIDIA: prognosis for an AI-driven US equity market
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending.
View video here
View all episodes
By Michael Cembalest
4.6
273273 ratings
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending.
View video here
More shows like Eye On The Market
View all
Exchanges
965 Listeners
Masters in Business
2,181 Listeners
Odd Lots
1,941 Listeners
Notes on the Week Ahead
194 Listeners
Insights Now
97 Listeners
Capital Allocators – Inside the Institutional Investment Industry
799 Listeners
UBS On-Air: Market Moves
184 Listeners
Making Sense
58 Listeners
The Compound and Friends
2,118 Listeners
Thoughts on the Market
1,294 Listeners
At Any Rate
76 Listeners
Vital Dawn
89 Listeners
The Memo by Howard Marks
436 Listeners
The Markets
80 Listeners
Prof G Markets
1,411 Listeners