The eight BATMMAAN names are now worth nearly 40% of the S&P 500, as key AI players take flight once more....
It’s hardly as if investors need much of an excuse to bid up AI-darlings this year, but yesterday Jensen Huang sent out a pretty big bat signal, telling an audience at the company’s GTC conference that orders for NVDA’s Blackwell and early Rubin chip... [1451 chars]