Editorial companion

What stands out

Andy Swan of LikeFolio told Schwab Network that Nvidia is "perfectly positioned" for the AI buildout, but he was explicit that Nvidia is not the only player in town. The clip pairs a bullish case for NVDA with a LikeFolio projection that data center spending could multiply fivefold, while highlighting how Advanced Micro Devices, Broadcom, and Intel are jockeying for share. For investors, it is a useful reminder that a huge addressable market attracts multiple competitors, so headlines about a single leader deserve a look beneath the hood.