The AI Trade 3/18/24
Podcast: Halftime ReportPublished On: Mon Mar 18 2024
Description: Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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