How NVDA, TSM & AVGO Continue Adding AI Muscle as IGV Recovers

The S&P 500 (SPX) remains strong, supported by solid earnings and fundamentals. Clayton Allison says diversification into areas like electrification and natural resources can help manage risk. Software is showing signs of recovery through the IGV ETF, while AI demand continues to support names like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO).

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