Investors await Nvidia’s financial results next week. The AI bellwether’s report is key to steadying a U.S. stock market concerned about artificial intelligence. Other tech companies also report earnings. Software firms face AI disruption worries. Nvidia’s forecast and CEO’s comments will guide the AI ecosystem. Investors also watch President Trump’s State of the Union speech.
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned