After Nvidia's (NVDA) overwhelmingly positive fourth quarter earnings still weren't enough to impress Wall Street investors, is the chipmaking giant still a bellwether for markets (^DJI, ^IXIC, ^GSPC) and the AI trade? Stifel applied technology analyst Ruben Roy and D.A. Davidson head of technology research Gil Luria share their expert perspectives on Nvidia's position in the AI trade in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.