Nancy Tangler

Even though there's been sort of these questions about the AI trade and Google's chips coming in, being more competition, analysts have actually raised their estimates for NVIDIA going forward.

Its last quarter was so good.

It had this huge revenue forecast.

And we're seeing a little bit of a relief rally in the shares today.

It's gotten pretty beaten down, but dip buyers are starting to come back in.

And then on the flip side, we're seeing Google actually dip a little bit today.

Now, of course, it's been at a record high, so that's no surprise.

But really, NVIDIA does seem to still remain on top, and it's one that we're going to continue watching as really the dominant player in the AI space.

You know, I think analysts are really bullish across the board on both companies.

You know, they're so big and they do so many things so well.

But, you know, the market cap thing is really interesting.

We're watching all of those companies very closely.

You know, it's always been sort of Apple and Nvidia jockeying for the top spot, you know, the biggest company in the world.

But, you know, Google's really in the mix now.

So it'll be really interesting to see sort of where we end up this year.

You're right.

Google's stock is

It has done so well.

I think it's still the top performing stock in the MAG7, really kind of taking over NVIDIA's place there.

But yeah, overall, Wall Street is very bullish on these stocks.