Can Nvidia’s circular financing keep fueling the market rally?

Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre discussed Nvidia's circular financing and the cyclical nature of the semiconductor industry, questioning whether massive AI capital expenditure can sustain the chip rally. The conversation highlighted concerns about the sustainability of AI-driven spending and its impact on Nvidia's stock performance.

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia NVDA https://finance.yahoo.com/quote/NVDA/ 's circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.