Asking if Nvidia matters most this week or software names like Salesforce, Workday, Snowflake.
Morgan
Stephanie Link
Nvidia quarter will be good with management showcasing strong demand and improved supply chains.
Stephanie Link
More important than just Nvidia is the whole AI food chain: data center, grid, power.
Stephanie Link
For the AI trade to continue, Nvidia better be good, and I think it will be.