Name: NVDA Holds Over Half of 'A.I. Pie,' AMD & INTC Seek Bigger Slices
Uploaded: 2025-05-28T18:45:23.422-05:00
Duration: 9 min 31 s
Description: Landon Swan of LikeFolio says sky-high expectations for Nvidia (NVDA) will be the biggest risk in earnings. That said, he points to overwhelming A.I. Capex spend from Mag 7 companies like Meta Platforms (META) and Amazon (AMZN) as signs that Nvidia will hold demand. However, Landon shows AMD Inc. (AMD) and Intel (INTC) still have potential to be big winners in the A.I. trade.

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Landon Swan of LikeFolio says sky-high expectations for Nvidia (NVDA) will be the biggest risk in earnings. That said, he points to overwhelming A.I. Capex spend from Mag 7 companies like Meta Platforms (META) and Amazon (AMZN) as signs that Nvidia will hold demand. However, Landon shows AMD Inc. (AMD) and Intel (INTC) still have potential to be big winners in the A.I. trade.

NVDA Holds Over Half of 'A.I. Pie,' AMD & INTC Seek Bigger Slices

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