Asks why Nvidia stock is having a bad week despite a stellar earnings report and what it means for trading ahead.
Scott
Dan Ives
Calls Nvidia's trading action a 'stunner' and says tech investors are as nervous as he's seen since last April, creating an 'AI goosed narrative where good is bad, bad is worse.'
Asks about the fallout from the OpenAI funding round for Microsoft, which hasn't been trading well.
Scott
Dan Ives
Calls Microsoft 'the most disconnected stock' he's seen in years. Says it's a 'do not enter zone' for investors right now, with them 'heading for the elevators.'
Asks about Amazon, noting its weak YTD performance despite pushing to the front of the AI arms race.
Scott
Dan Ives
Says Amazon is 'as most attractive it's been in probably the last four or five years.'