Ca$htag$: AMD, AVGO, GOOGL Primes to Take NVDA Market Share in AI Chips
From Schwab Network · 00:10:36
Show by Schwab Network
The "natural winners" of the leadership shift in Nvidia (NVDA) are AMD Inc. (AMD) and Broadcom (AVGO), says Andy Swan of LikeFolio. He discusses the "spillover" effect occurring from Nvidia into other Big Tech competitors as the Mag 7 giant sees a greater risk in losing market share. Andy adds that Alphabet (GOOGL) and its Google TPUs are the "most slept-on" product his firm took consumer interest data on.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network: https://schwabnetwork.com/about
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