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Nvidia is the cheaper stock and has been growing more quickly. Apple has a great compounding business model and is the safer of the two stocks.

Nvidia shareholders shouldn't try to predict next month's return, as market sentiment can change in an instant. Investors should pay very close attention to the cloud segments of the five big hyperscalers, as these businesses make up a sizable chunk of Nvidia's data center revenue.

Many income investors are more exposed to the AI trade than they realize, often through holdings that look "safe." The usual objection that de-risking means giving up attractive dividends doesn't hold up. Two covered call ETFs that I discuss in this piece barely moved during last week's AI sell-off, and the reason is in how they are built.

I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value…

See how to make sense of the technology that could be the most significant investing development in decades.