Nvidia's earnings results confirm the artificial intelligence investment case remains intact, according to UBS. Wall Street has had a mixed response to Nvidia's latest earnings report, with the AI chipmaker falling 1% in midday trading Thursday even after a solid second quarter showing. Nvidia topped estimates on the top and bottom lines, but reported data center revenue that fell below estimates. To be sure, the stock is well off its overnight lows. The overall strength of Nvidia's latest results bodes well for the AI trade, following its recent mishaps. Investors have worried that large cap technology stocks will pull back following their ascent to lofty valuations, but recent indications of lower interest rates have revived interest in the sector. "The outlook for large-cap tech remains

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