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"The A.I. spend is real," says Cory Johnson, and he doesn't expect the trade for it to go away any time soon. He argues chipmakers like Nvidia (NVDA) are getting the attention now, but companies like Amazon (AMZN) are making A.I. investments worth watching. He later highlights software companies like Oracle (ORCL) leading the software innovation.

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Johnson: A.I. Still Strong Despite NDX On Track for 5th Down Week

Schwab Network

Johnson: A.I. Still Strong Despite NDX On Track for 5th Down Week