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Some chipmakers stand to benefit from Nvidia’s fallout, but other AI companies face pressure

By deploying a persistent covered call strategy, investors can leverage the exact fear driving the stock down to generate robust, risk-reducing income.

Frank Cappelleri of CappThesis looks at several charts to help answer that question.

The largest of America’s three big drug wholesalers has outperformed the market this year, but is trading at a discount to its five-year median multiple.

Apple’s safe haven status has driven its multiples to all-time highs, bringing it in line with some high quality consumer stocks

Analyst Frank Lee downgraded the chipmaker to hold from buy.

An opportunity to buy Nvidia at these levels would have been a dream for many investors not long ago. Now, they may want to proceed with more caution.

Here are the biggest calls on Wall Street on Friday.

Jensen Huang’s resignation puts Nvidia’s AI financing strategy in focus as investors watch credit markets and neocloud exposure.

Ecolab has more room to run as the AI buildout boosts demand for its direct-to-chip cooling solutions and other services, per Wells Fargo.