Tim Stenovec

You as well.

Well, let's bring in now and talk of NVIDIA, because NVIDIA shares over the last five days taken a hit down more than 3%.

The stock facing pressures as AI chip rivals gain ground, leaving investors wondering if its dominance can be sustained.

Bloomberg's Ryan Vestelica joins us for more.

So, Ryan, I think the big question that investors have after seeing what happened with Alphabet in this report and the information earlier this week is, can Google's TPUs actually compete with the GPUs from NVIDIA?

Yeah, I mean, the analyst community, though, at this point, even investors may be a little concerned.

But the analyst community, they've still got buys on this stock.

I mean, there's only one analyst who's tracked by Bloomberg, Jay Goldberg over at Seaport, who has a sell on NVIDIA.

Is he changing his tune?

Are these analysts changing their tune?

Yeah, NVIDIA shares up 32% over the last year.

Bloomberg's Ryan Vestelica.

Happy Thanksgiving, Ryan.

Thanks for joining us.

Well, let's get more on the wider tech markets.

Nancy Tangler is CEO and CIO of Laffer Tangler Investments.

She says there's more room to run for AI stocks, writing, quote, Since we are in the early stages of the AI adoption and investment cycle, we believe the providers of the technology, the picks and shovels, will continue to produce enviable earnings growth.

Nancy joins us now.

What's a more promising pick and or shovel?

Is it Alphabet or is it NVIDIA, Nancy?