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Nvidia (NVDA) reported its fourth-quarter earnings after Wednesday's market close, surpassing Wall Street expectations, and turning the stock around after shares were previously dropping. Already a leader in the semiconductor category, Nvidia's strong earnings have most likely set the stage for the AI race in 2024. Wedbush Securities Managing Director and Senior Equity Analyst Dan Ives and Paul Meeks, Harvest Portfolio Management Co-CIO and The Citadel Finance Professor, join Yahoo Finance to discuss Nvidia's earnings and the AI-momentum for the tech sector. When asked about potential risks for Nvidia, Ives responds: "You look at CapEx in Big Tech, the strong is getting stronger. When you look at Microsoft (MSFT), they're still in acceleration mode. So that's just not a worry for at least the next 12, 15, 18 months. And remember, you haven't even had the consumer piece start to come in. That's why I believe it's a 1995 moment... Right now, I think the big focus is second, third, fourth derivatives. The Godfather [CEO Jensen Huang] spoke, who else benefits? That's why I believe this AI party is just getting started." When asked about OEMs (original equipment manufacturers) who may benefit from this momentum, riding the coattails of Nvidia, Meeks responds: "I don't necessarily see that much of a play in some of the hardware OEMs. I think we continue, for some time, at least the rest of this calendar year, maybe through next year, with a build-out of large language models and the inference from those models. And so I see opportunities, maybe in hardware, something like a Super Micro (SMCI) that was hammered hard in the anxiety heading into Nvidia's print..." About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance

Investor Cathie Wood explores this unique moment in technology, which she sees as being marked by the simultaneous evolution of five pivotal innovation platforms — a scenario unparalleled in history. Exploring the role of AI in reshaping economic paradigms, she predicts a surge in global GDP growth and productivity, underscoring the need for businesses and investors to adapt in order to keep up. If you love watching TED Talks like this one, become a TED Member to support our mission of spreading ideas: https://ted.com/membership Follow TED! X: https://twitter.com/TEDTalks Instagram: https://www.instagram.com/ted Facebook: https://facebook.com/TED LinkedIn: https://www.linkedin.com/company/ted-conferences TikTok: https://www.tiktok.com/@tedtoks The TED Talks channel features talks, performances and original series from the world's leading thinkers and doers. Subscribe to our channel for videos on Technology, Entertainment and Design — plus science, business, global issues, the arts and more. Visit https://TED.com to get our entire library of TED Talks, transcripts, translations, personalized talk recommendations and more. Watch more: https://go.ted.com/cathiewood https://youtu.be/rQEh7d-qa38 TED's videos may be used for non-commercial purposes under a Creative Commons License, Attribution–Non Commercial–No Derivatives (or the CC BY – NC – ND 4.0 International) and in accordance with our TED Talks Usage Policy: https://www.ted.com/about/our-organization/our-policies-terms/ted-talks-usage-policy. For more information on using TED for commercial purposes (e.g. employee learning, in a film or online course), please submit a Media Request at https://media-requests.ted.com #TED #TEDTalks #ai

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