April 30 – Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL), and Broadcom (NASDAQ:AVGO) are facing significant risks if the artificial intelligence (AI) capital expenditure (capex) cycle slows, according to Marko Kolanovic, former J.P. Morgan chief strategist.
Kolanovic highlighted that AI spending, which has been a primary economic driver over the past two years, may no longer sustain its rapid growth. While demand remains high, efficiency pressures are intensifying. He emphasized…
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https://finance.yahoo.com/news/nvidia-oracle-broadcom-risk-ai-155738885.html
