From Nasdaq: 2024-11-11 23:00:57

Internet infrastructure stocks have outperformed the S&P 500, with a 44% return year-to-date. Tech stocks, including Nvidia and AMD, have seen gains post-U.S. election results. Trump’s win could benefit AI companies with his deregulation approach. Fed cuts interest rates, benefiting growth sectors like technology. Lower rates could boost capital spending in the internet infrastructure space. The Trefis High Quality Portfolio has outperformed the S&P 500. Valuations are high, posing a risk-to-reward trade-off. Nvidia stock has surged, outperforming Apple. Cisco stock has been weaker. NVDA has returned 202% YTD and 5583% since 2017, outperforming the S&P 500.

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Read more at Nasdaq: Trump Helps AI Stocks Like Nvidia. Here’s How