Investors should focus on Nvidia's big boost in A.I. infrastructure spending, and not the "noise" around China, says Ritholtz Wealth Management CEO Josh Brown
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"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
All eyes remain on Nvidia's quarterly results this week.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
Shareholder returns are coming back into focus amid the semiconductor boom.
Is all the money being spent on Nvidia's chips worth it?
Analysts say the biggest question hanging over the semiconductor sector is whether hyperscale spending on AI hardware can remain…
