The Great Rotation: Nvidia, Apple, and What Was Left Behind

Update: 2024-07-01

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Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.

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The Great Rotation: Nvidia, Apple, and What Was Left Behind

#box-pro-ellipsis-173484813592048{-webkit-line-clamp:2;}The Great Rotation: Nvidia, Apple, and What Was Left Behind

The Great Rotation: Nvidia, Apple, and What Was Left Behind

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The Great Rotation: Nvidia, Apple, and What Was Left Behind