Veytics Intelligence
2026-11-11 · Yahoo

State of the tech trade and reasons for optimism in the market

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Yahoo Finance Executive Editor dives deep into the state of the tech trade with detailed looks at Nvidia, CoreWeave, Anthropic, and OpenAI, and why reasons for optimism continue for the sector. Sozzi goes 1-on-1 with Baird, Managing Director and Tech Strategist, for a conversation about what national security risks are posed by Jensen Huang's affair with a supposed Chinese spy. Video Transcript 0:03 spk_0 You probably already know what about, I don't know, 50% of the show is gonna be.Besides me. It's gonna be Nvidia. And that's where I'm starting today. It's an Nvidia morning again for the 3rd straight day in a row as we're on like, I guess you would call it Jensen Wong departure CEO watch. That's what I'm on.

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