Meta Platforms (META) and Microsoft’s (MSFT) most recent earnings releases have seen significant growth in the tech giants’ AI segments, with Wall Street expecting artificial intelligence gains to offset substantial CapEx investments. Hennion & Walsh CIO Kevin Mahn joins The Morning Brief team to discuss the latest chapter in AI revolution forecasts amid trade tariff concerns, naming other AI-exposed stocks to consider beyond Nvidia (NVDA). Also catch KeyBanc Capital Markets’ John Vinh explain to Yahoo Finance why Nvidia is still a buy. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.