JJ Kinahan, senior vice president, Cboe Global Markets, says that the Nvidia (NVDA) share price reset may continue as competitors gain opportunity in the shuffle. He expects Cisco (CSCO), Applied Materials (AMAT), and Cerebras (CBRS) earnings conference calls after the bell Thursday to provide commentary on any impact on their AI business from Nvidia shifts. He says “we want to hear from the CEOs of these other companies directly involved” because there are “a lot of tentacles” from Nvidia.
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