Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio!0:00 Intro1:45 Market update5:43 Latest with Leopold Aschenbrenner7:20 Finding opportunities10:00 Alphabet Captures 2026 AI Capex Alpha10:40 OpenAI user numbers continue to increase13:10 Nvidia struggles19:00 Data center spending22:46 Microsoft and Meta32:47 Portfolio earnings (Lam Research, Intel and more)40:30 Corning and Bloom Energy55:15 Portfolio adds1:01:10 Celestica newshttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: [email protected] To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: [email protected] on YouTube: https://www.youtube.com/@247wallst.Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.