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VIDEO: Rising AI Adoption Keeps Us Bullish on Nvidia

Plus, where investors may raise cash for the upcoming slate of big IPO offerings.

Chris Versace·May 21, 2026, 1:25 PM EDT

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Chris Versace joins Bloomberg’s “Balance of Power,” hosted by Kailey Leinz and Tyler Kendall, to discuss the market’s reaction to Nvidia’s (NVDA) earnings and why the Pro Portfolio remains bullish on AI and data center stocks.

The discussion touches on potential bottlenecks in the digital infrastructure market, as well as where investors may look to raise capital ahead of the expected IPOs from SpaceX, OpenAI, Anthropic and others. 

Note: Chris’s conversation begins around the 10:25 minute mark

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At the time of publication, TheStreet Pro Portfolio was long NVDA.