In the latest episode of Good Buy or Goodbye, host Julie Hyman of Yahoo Finance sits down with Kevin Mahn, chief investment officer at Hennion & Walsh, to delve into the semiconductor industry and Nvidia’s (NVDA) impending third-quarter earnings report. Mahn highlights that Nvidia continues to expand its influence, positioning itself to be the central player in the “AI ecosystem,” extending beyond mere chips and data centers to include software as well. While he maintains a positive outlook on Nvidia, Mahn expresses caution regarding investments in the chip manufacturer Wolfspeed (WOLF), noting its significant stock drop attributed to diminishing revenues and rising debt levels. For more expert perspectives and analysis on current market trends, be sure to tune in to additional episodes of Market Domination.
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