Nvidia (NVDA) dropped slightly on Thursday afternoon. CapWealth founder and chief investment officer Tim Pagliara joins Market Domination Overtime to give insight into Nvidia's recent performance and key concerns for the tech giant and its customers. Pagliara explains that a "better bet" than Nvidia is to invest in the companies that provide the supporting infrastructure for AI: "I mean, no one really talks about it, but a Google search today compared to a Google search with AI takes 10 to 15 times as much energy, and that hasn't really hit the market yet. And so I see energy companies, GE Vernova (GEV) as an example, as really benefiting from that. So you can make money around the edges in a more sustainable long-term way because our utility, industry, our grid, all of that needed upgrading anyway." #youtube #NVIDIA #youtube About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance