Kolanovic Flags Nvidia as AI Capex Risks Rise

Kolanovic Flags Nvidia as AI Capex Risks Rise

Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and Broadcom (NASDAQ:AVGO) could be in the crosshairs if the AI capex spree cools, warns Marko Kolanovic, former J.P. Morgan strategist now with Prospero, saying the frenetic buildout that fueled markets…

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