Uneven earnings and forecasts are why Kim Forrest isn't entirely buying the A.I. craze. Disappointing outlook from NXP Semiconductors (NXPI) proved as the latest example. Kim talks about what A.I. leaders like Nvidia (NVDA) need to inspire ongoing A.I. confidence. She also discusses her favorite A.I. names in Micron (MU) and AMD Inc. (AMD).

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