Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom'

finance.yahoo.com

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom'

finance.yahoo.com

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Stocks@lemmy.worldEnglish · 4 days ago

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson

finance.yahoo.com

The sell-off in AI-related stocks, according to Baird tech strategist Ted Mortonson, is increasingly about who needs financing and what that financing costs.

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