Nvidia, Oracle, Broadcom 'most at risk' if AI capex cycle slows down, Kolanovic warns

Nvidia ( NASDAQ: NVDA ), Oracle ( NYSE: ORCL ) and Broadcom ( NASDAQ: AVGO ) are the companies that are “most at risk” if the artificial intelligence capex spending cycle slows down, Marko Kolanovic, former J.P. Morgan chief strategist and co-head of global research, warned.

Kolanovic noted that.