Kolanovic

Nvidia, Oracle, Broadcom 'most at risk' if AI capex cycle slows down, Kolanovic warns (NVDA:NASDAQ) – Seeking Alpha

vm_adminMay 1, 2025

Nvidia, Oracle, Broadcom ‘most at risk’ if AI capex cycle slows down, Kolanovic warns (NVDA:NASDAQ) Seeking Alpha Article Source https://seekingalpha.com/news/4437690-nvidia-oracle-broadcom-most-at-risk-if-ai-capex-cycle-slows-down-kolanovic-warns

Broadcom

Nvidia, Oracle, Broadcom 'most at risk' if AI capex cycle slows down, Kolanovic warns – MSN

vm_adminMay 1, 2025

Nvidia, Oracle, Broadcom ‘most at risk’ if AI capex cycle slows down, Kolanovic warns MSN Article Source https://www.msn.com/en-us/money/markets/nvidia-oracle-broadcom-most-at-risk-if-ai-capex-cycle-slows-down-kolanovic-warns/ar-AA1DUWjM?ocid\u003dfinance-verthp-feeds

Nvidia

Kolanovic Flags Nvidia as AI Capex Risks Rise

vm_adminApril 30, 2025

Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and Broadcom (NASDAQ:AVGO) could be in the crosshairs if the AI capex spree cools, warns Marko…