NVDA & MSFT: Must-Own Stocks?

Schwab Network

Nvidia (NVDA) is becoming a must-own stock, joining companies like Apple (AAPL), Microsoft (MSFT), and Alphabet (GOOGL) says David Nelson. He thinks every big company will have to come up with an A.I. initiative within the next year. He also talks Microsoft (MSFT) and the quality of its A.I. work. Tom White also joins the show to walk through example trades on both names: neutral-to-bullish for NVDA, and bullish for MSFT.