David Dietze on AI's Path Ahead After NVDA Earnings, Top Picks in ACN, ACI & FISV

David Dietze talks about his expectations for the U.S.-Iran War and weighs uncertainty against the recent bull run led by the AI trade. He also turns to Nvidia (NVDA) following its earnings and guidance beat, outlining what the numbers mean for the greater tech sector. David then explains why he picks Accenture (ACN), Albertsons (ACI), and Fiserv (FISV).David Dietze talks about his expectations for the U.S.-Iran War and weighs uncertainty against the recent bull run led by the AI trade. He also turns to Nvidia (NVDA) following its earnings and guidance beat, outlining what the numbers mean for the greater tech sector. David then explains why he picks Accenture (ACN), Albertsons (ACI), and Fiserv (FISV).