AI STOCKS KEEP RISING — WHAT COMES NEXT? đŸ€–đŸ“ˆ
Nvidia CEO Jensen Huang expects the company to sell twice as many chips next year, pointing to continued global AI investment. Nvidia also reported $96.2B quarterly revenue, up 106% YoY, with Data Center revenue up 117%. ïżœ
NVIDIA Newsroom +1
But the real question is: Can AI demand stay this strong? 👀
AI stocks are getting another boost, but investors also have to watch valuations, huge data-center spending, competition, energy costs and whether AI investments keep generating real profits. Recent market coverage shows both strong AI optimism and concerns about whether the spending boom can continue at the same pace. ïżœ
Reuters +1
đŸ‡ș🇾 U.S. policy is also becoming a major part of the AI story. Trump has announced an “AI Force” and promoted the potential economic impact of AI, while some AI leaders have called for greater caution around development. ïżœ
Financial Times
💡 My view: I’m bullish on the long-term AI theme, but I’m watching for opportunities beyond just the biggest AI names — semiconductors, data centers, networking, power infrastructure and cybersecurity.
📊 Are you buying AI stocks, holding, or waiting for a pullback? Share your AI trade/holdings!
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