AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

AI颠覆,英伟达的护城河缩窄,“AI免疫”交易?2月13日,2026年

The Exchange

2026-02-14

44 分钟
PDF

单集简介 ...

It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
更多

单集文稿 ...

  • What made you confident that you could do something that hadn't been done before?

  • I have no fear of failure.

  • Trailblazing women changing the game.

  • One of my favorite pieces of advice.

  • Think about what your boss's boss needs.

  • Leadership can look in many, many different forms.

  • It really does come down to just trusting yourself.

  • Life is short and you just got to think big to accomplish big things.

  • Julia Boorston hosts CNBC Changemakers and Power Players.

  • New episodes every Tuesday wherever you get your podcasts.

  • You're listening to The Exchange.

  • Here's today's show.

  • Thank you very much, Scott.

  • AI disruption, economic reassurance, and is in video losing its moat.

  • Welcome to The Exchange.

  • I'm Kelly Evans.

  • Stocks are bouncing back today.

  • Let's take a quick look across the bore here.

  • Gains of about half a percent.

  • A cooler than expected inflation print this morning, certainly helping sentiment.