Market videos

Rob Luna sees Nvidia near 16 times forward earnings versus about 19 times for the S&P 500, but warns that weak margins and guidance could expose shares to another 10 to 20% fall. On Schwab Network, he argues the AI trade can survive the selloff if future earnings deliver, focusing on the next 6 to 12 months. He also favours Rocket Lab’s space-infrastructure exposure and cybersecurity businesses, while acknowledging near-term volatility.