Investors seek major AI spending from NVIDIA customers

NVIDIA Corp (NASDAQ: NVDA) shares recently declined after earnings reports. Analysts noted that investors are looking for specific customer names that are spending significantly on artificial intelligence. Market strategist Chris Grisanti highlighted a shift from growth stocks to value stocks. He mentioned that the current market selloff is not a typical correction, with economically sensitive sectors like banks and airlines struggling. The article also discusses the focus on stocks that hedge funds are investing in, suggesting that following these picks can lead to better market performance.