Nvidia, Data Centers& The MIT AI Report

Nvidia investors were underwhelmed by yesterday’s impressive earnings report with surging revenue growth; its shares sold off in after-market trading. Jackie looks at what's been driving the performance of the company and its stock. … Also: AI-related stocks have been surging, so why have data center REITs—which own the buildings where AI resides—been sinking? Read on. … And: some takeaways that investors may have missed in MIT’s recent report on how generative AI is changing the ways companies do business. So far, the impacts have been disruptive mainly in tech and media, but the promise of future transformative effects remains.