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Nvidia enters the Dow: why the stock could still double
Manage episode 449087179 series 3607789
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The tech stock landscape may look quite different over the next four years of returning President Donald Trump. For one, AI regulation of some form will likely have to come from the Trump administration as the fast-moving technology was not clamped down on by the Biden administration. Is that regulation soft or anti-AI innovation? That’s one of the key questions investors will aim to figure out. At the same time, questions will swirl on if a Trump administration plans to move forward with a breakup of Google and possibly, others in big-cap tech. Yahoo Finance executive editor Brian Sozzi talks with EMJ Capital founder Eric Jackson. The pair dive into the outlook for market darling Nvidia and AI more broadly in the wake of Donald Trump’s historic White House Win. Trump’s win will also likely have ramifications for the big tech companies such as Microsoft and Tesla that dominate the popular Magnificent 7 complex. Is there one big name in tech that investors should own over another? Nvidia is also entering the Dow Jones Industrial Average, which may add further gains to the stock Jackson hints.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
00:00-Eric Jackson joins Opening Bid
01:00-Looking at Nvidia in the wake of Trump's victory
05:50-Bullish on crypto
10:30-Trump tariffs won't stop Nvidia
16:40-Nvidia joins the Dow
18:20-Hot takes on Nvidia
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Eric Jackson is the Founder of EMJ Capital with a proprietary AI/ML-driven algorithm for selecting long/short tech equities.
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