

Nvidia (NVDA) closed at $207.29 in the latest trading session, marking a +1.97% move from the prior day.

The Magnificent Seven stocks may be more “Lag 7” than “Mag 7” this year, but their profits are still pretty magnificent.

Amplify CWP Growth & Income ETF remains, in my opinion, a strategic overweight for income-oriented portfolios, especially given its tech sector tilt and dynamic management. QDVO offers a 10.69% distribution rate, achieved through selective call writing and concentrated exposure to high-growth tech names like NVDA, AAPL, and GOOG. I rate QDVO a BUY, favoring it over DIVO due to potentially attractive forward valuations in tech and strong earnings momentum.

Cooling U.S. inflation is lifting rate-cut hopes, putting NVIDIA and Amazon in focus as AI demand, cloud growth and consumer spending trends strengthen.

NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.
Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio buys. The Investment Committee debate her moves.
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.

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