More unexpected uncertainty has hit the AI trade after the Nvidia (NVDA) board of directors launched an investigation int CEO Jensen Huang. Reports say Huang had an affair with ta suspected Chinese spy. Kevin Hincks points to how the headline is hitting the AI trade as Nvidia shares sink while competitors like Alphabet (GOOGL) and AMD Inc. (AMD) rally. Crude oil sliding back below $90 is something Kevin sees as a positive macro mover that will help lift equities.
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