Here's the 'UNDERAPPRECIATED STORY' with AI, investment strategist says
Fox BusinessPartners Group chief investment strategist Anastasia Amoroso assesses Nvidia's market session, AI CapEx spending and the IPO market on 'Making Money.' 00:00 Nvidia's "hell of a session" and valuation 00:53 Big Tech capex and the compute cycle 01:55 The timeline for AI ROI and free cash flow 02:48 Semiconductors vs. Software margin outlook 04:14 AI deployment in private equity portfolios 04:52 IPO market outlook and the path to exits Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news channel delivering real-time information across all platforms that impact both Main Street and Wall Street. Headquartered in New York — the business capital of the world — FBN launched in October 2007 and is one of the leading business networks on television. In 2025 it opened the year posting double-digit advantages across business day, market hours and total day viewers in January. Additionally, the network continued to lead business news programming, with each business day program placing among the top 15 shows, while FBN delivered its highest-rated month since April 2023 with market hours. Follow Fox Business on Facebook: https://www.facebook.com/FoxBusiness Follow Fox Business on Twitter: https://twitter.com/foxbusiness Follow Fox Business on Instagram: https://www.instagram.com/foxbusiness