CSCO Value Post-Earnings & NVDA Lingering Headline Risk
Notes de l’épisode
Adam Coons breaks down the AI trade, seeing value in Cisco (CSCO) after its post-earnings pullback while urging caution around Nvidia (NVDA) amid heightened headline risk. He discusses a potential short-term opening for AMD Inc. (AMD), Microsoft’s (MSFT) valuation following its outage, and why investors may want to play more defense as stretched valuations and AI volatility leave less room for error.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about