NVIDIA demand and China trip context

Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.