VIDEO: What AI Means for Productivity as Nvidia Reports

Avatar photo Chris Versace on May 20, 2026

Chris Versace joins Nicole Petallides for the Schwab Network’s “Opening Bell” to set the table for Nvidia’s ($NVDA) earnings ahead of the Magnificent Seven giant’s report after Wednesday’s closing bell.

Chris explains why he favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job productivity, and networking demand. The conversation closes out with thoughts on the U.S.-Iran war and April quarter retailer comp sales. 

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

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Posted by Chris Versace

With 30 years of cross-industry experience, Chris Versace brings his thematic investing lens to TheStreet Pro Portfolio (formerly Action Alerts PLUS) each day as lead portfolio manager. His daily insights, analysis, and recommendations provide the foundation for TheStreet's Pro Portfolio. Versace began his career in equity research before founding Versace Management in 2005. He joined TheStreet team in 2011 as a Real Money contributor before becoming portfolio manager of Action Alerts PLUS in 2021. He holds an MBA from Fordham Gabelli School of Business and has co-authored a book called “Cocktail Investing - Distilling Everyday Noise into Clear Investing Signals for Better Returns.” With a passion for teaching others about investing, Versace spent 9 years as an Assistant Professor of Finance at NJCU School of Business. When he’s not contributing to TheStreet’s premium services, he can be found speaking at industry conferences or at a Bruce Springsteen concert (he’s seen him 50 times and counting!).

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