Should stock-market investors stop worrying about the Fed and just keep loving AI?
It might seem at times that investors care more about Jensen Huang than Federal Reserve Chair Jerome Powell. Huang is the longtime CEO of chip maker Nvidia Corp. NVDA , which stole the show last week by blowing away already lofty earnings expectations and leading stocks to new rounds of all-time highs, even as nagging
Opinion: Is Nvidia today’s Cisco? Here’s what Ed Yardeni thinks.
“Is Nvidia today’s Cisco? It’s possible. If so, then it has a lot more upside before it crashes — if it crashes.” Is it possible that the meltup phase of the bull market (which started on Oct. 12, 2022) has begun already — having started following the correction low on Oct. 27, 2023? Yes, it