Bill Baruch Reads the OpenAI Raise as a Positive Sign for the Market
Bill Baruch sees OpenAI’s fundraise as a positive read on market sentiment. He pointed to yesterday’s rally, which came with the news in the background, and said the market went gangbusters, with even Nvidia bouncing. For Bill, that is a very positive sign for stocks. Watch the full discussion here.
Bill Baruch Stays With Nvidia After Jensen Huang’s Exit
Bill Baruch is staying in Nvidia after the Jensen Huang news. The team trimmed it at 217 three weeks ago, and it remains a top holding. His view is that much of the selling happened before the headline, with worries about a CapEx pullback and the election already weighing on the stock. At 10 to […]