Royal Caribbean posted mixed Q4 results, but shares rallied on its guidance. Cruise lines sail higher after the report.
Source: https://www.investors.com/news/royal-caribbean-earnings-outl…
Companies that were expecting cheaper capital to fund their AI investing efforts might now have to operate with greater efficiency. Higher-for-longer interest rates could pressure market sentiment, which can hurt valuations of AI stocks in different ways.
In today’s video, I discuss recent updates affecting Nvidia (NVDA +4.64%) and other AI stocks.
Microsoft is valued at historically cheap levels. Nvidia trades for the same price as the S&P 500.
