The Best AI Stocks to Buy Now — And One to Avoid

CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning. 00:00:00 - Introduction 00:00:18 - Is Money Still to Be Made in AI? 00:01:46 - Is AI Capex Paying Off? 00:02:56 - Nvidia Earnings: Buy NVDA Now? 00:04:08 - Nvidia Price Hikes & Pricing Power 00:05:27 - NVDA Rating Downgrade Risks 00:07:03 - Nvidia Stumble Impact on Marvell & Broadcom 00:08:08 - Marvell Valuation: Buying the Dip 00:09:22 - Salesforce Earnings Preview 00:10:51 - Is Salesforce a Value Trap? 00:12:15 - Safe Software Stocks to Own 00:12:55 - How to Approach the Tech Sector 00:14:46 - Optimal Tech Portfolio Balance 00:15:32 - Where to Invest Beyond Big Tech 00:16:02 - Top Growth Stock at a Fair Price 00:16:59 - Rapid Fire: This or That Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano