The next big hurdle for hot tech stocks like Nvidia

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Nvidia Nouvelles

Mike Wilson,Morgan Stanley,Market Strategists

Though AI-related stocks like Nvidia (NVDA) continue to grow exponentially, market strategists like Morgan Stanley Chief US Equity Strategist & CIO Mike...

) continue to grow exponentially, market strategists like Morgan Stanley Chief US Equity Strategist & CIO Mike Wilson speculate whether the technology really aligns with the revenue and earnings."I think we're entering the dangerous part of the story where we need to see the numbers," Wilson said when he spoke with Yahoo Finance Executive EditorBut now I think we are entering that, that dangerous part of the story where we need to see the n we need to see it in the numbers.

I mean, that A I, well, is that the biggest risk A I trade that, you know, that over the next 12 months, we may just not see enough growth in A I related services in some of these companies and it may disappoint the market and, and let a lot of people betting, let a lot of people down betting on this theme.

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