The AI Air Pocket is the Biggest Risk for Nvidia and Markets | Josh Brown @Public_App
The AI Air Pocket is the Biggest Risk for Nvidia and Markets | Josh Brown  @Public_App
Uploaded May 2024 | Updated September 2026, 1 week ago
Josh Brown, Co-Founder and CEO of Ritholtz Wealth Management, says investors should be vigilant about the possibility of Nvidia’s top customers, like Meta and Microsoft, starting to pull back on chip spending.
Brown also says Fed meetings and speeches have become a ‘circus’ and the media needs to stop treating interest rate decisions like it is ‘life or death.’
“I wish everyone would just stfu already with the interest rate stuff.”
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The 'AI Air Pocket' is the Biggest Risk for Nvidia and Markets | Josh Brown

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