Dan Ives says that Nvidia (NVDA) is the “one chip in the world fueling the AI revolution.” “To me, Nvidia continues to be at the centerpiece of the AI trade,” he explains. He also mentions other key names – including Broadcom (AVGO), GE Vernova (GEV) and Oklo (OKLO), among others – and shares why he thinks that energy is going to be a play. For more: schwabnetwork.com/?CID=SM:Facebook:Organic:2026-01-14 | Schwab Network
1:23
Dan Ives says that Nvidia (NVDA) is the “one chip in the world fueling the AI revolution.” “To me, Nvidia continues to be at the centerpiece of the AI trade,” he explains. He also mentions other key names – including Broadcom (AVGO), GE Vernova (GEV) and Oklo (OKLO), among others – and shares why he thinks that energy is going to be a play. For more: schwabnetwork.com/?CID=SM:Facebook:Organic:2026-01-14 | Schwab Network
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