The AI Trade 3/18/24

Update: 2024-03-18

Description

Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more.

Investment Committee Disclosures

Comments

In Channel

Halftime Report 4/26/24

2024-04-2645:06

Navigating the Pullback 4/25/24

2024-04-2546:49

Mega Cap Tech’s Moment 4/24/24

2024-04-2443:23

Halftime Report 4/23/24

2024-04-2346:55

Big Earnings Week Ahead 4/22/24

2024-04-2246:43

The S&P 500’s Bad Week 4/19/24

2024-04-1949:40

The State of the Tech Trade 4/18/24

2024-04-1846:45

The New Reality for Stocks 04/17/24

2024-04-1745:50

The Higher for Longer Playbook 4/16/24

2024-04-1647:04

Is the Bull Case Intact? 4/15/24

2024-04-1546:57

The Risks to the Rally 4/12/24

2024-04-1247:04

Sizing up the Turbulent Week 4/11/24

2024-04-1146:18

Hot CPI Print Rattling Stocks 4/10/24

2024-04-1046:50

The Rally and Tomorrow’s CPI Report 4/9/24

2024-04-0946:21

Trading the Big Week Ahead 4/8/24

2024-04-0846:24

Rate Cuts and the Rally 4/5/24

2024-04-0545:29

The Strength of the Rally 4/4/24

2024-04-0446:45

Halftime Report+ Greenlight Capital Co-Founder & President David Einhorn 4/3/24

2024-04-0313:01

The Fate of the Rally 4/3/24

2024-04-0346:32

Rate Cuts and the Selloff 4/2/2024

2024-04-0245:55

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#box-pro-ellipsis-171421863432689{-webkit-line-clamp:2;}The AI Trade 3/18/24

The AI Trade 3/18/24

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The AI Trade 3/18/24