NVIDIA CORP (NVDA) investment division holdings of US-listed stocks. NVDIA's holdings include publicly traded stocks in the semiconductor, AI, and pharmaceutical industries. NVIDIA's status in AI and the semiconductor industries add significant market credibility to its investees, and also hints at deeper future collaborations and a positive outlook for these companies' growth.
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Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Dontchaknowme : People are scared of trump. Honestly….
Reyreyyy : Trump is in bed with the shorts.. kidding aside I think shorts shook the tree and now everyone is just waiting who strikes first.. the broader market is falling due to all this data and news add in the fact that trump is calling for economical emergency...