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Stock impact report

The 'Nvidia story' may be coming close to an end, strategist says [Yahoo! Finance]

Independent Bank Corp. (INDB) 
Last independent bank corp. earnings: 4/23 04:10 pm Check Earnings Report
Company Research Source: Yahoo! Finance
It may mean that the "semis, the Nvidia ( NVDA ) story is probably coming close to an end," Rockland Trust senior vice president and director of research Doug Butler says. Find out why in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime Video Transcript Speaker A We think that it's likely that the semis and, you know, the Nvidia story is probably coming close to an end. The amount of investment in capital equipment, we're seeing it right around the peaks that we saw back in the uh late 90s, early 2000s bubble. Speaker A Uh again, and I don't want to say, I, you know, bubble is probably the worst thing to say as well as it's not different, it's different this time. But Speaker A again, you're seeing spending. So we think the people who've enabled AI thus far have received the bulk of the rewards. We think now AI becomes a monetization story and all of this capital investment, we have to se Show less Read more
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