Top 10 Influencers in 2024$NVIDIA(NVDA.US)Recently we've seen Tesla and Meta increasing their investments in AI, and there's no sign of AI demand slowing down. TSMC's performance also reflects optimism about AI.
Meta has raised its full-year capital expenditure from the previously forecasted $30-37 billion to $35-40 billion.
We'll see how Microsoft and Google perform (earnings report tomorrow morning) - they're Nvidia's biggest clients.
Nvidia remains a safe bet.
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