Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.
Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.
The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole.
00:00 AMD and OpenAI’s deal
04:46 How is it different from NVDA’s deal?
13:35 What does it mean for AMD, NVDA, and OpenAI?
15:44 What does it mean for the AI trade overall?
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