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About the contributor:
Mark Tepper

There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results.

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NVIDIA continues to sit at the center of the artificial intelligence investment boom, but high expectations and rapidly rising AI spending are creating new questions for investors. Mark Tepper discusses what he is watching around NVIDIA earnings, including enormous capital expenditures, when companies may begin seeing a return on their AI investments, and concerns surrounding so-called “circular deals” between chipmakers and AI companies.