Category: Education
Nvidia just reported earnings and unfortunately the stock is down roughly 7% on today's episode i want to share my overall thoughts on earnings but i don't want to hold you hostage i want to say i think earnings were great i don't think there's a reason for the selloff and i think as a long-term investor... Read more
Category: Education
Also want to see how you see today's shaping up what's your wx word of the day juggernaut is my wex word for the day and i can't think of any better uh company to represent a juggernaut than nvidia and nvidia's earnings this wednesday have the potential to actually change investor psyche and also the... Read more
Category: Education
A fresh read from the trips this morning taian taiwan semi reporting a 45% jump in july revenue compared to last year that was thanks to strong demand for the company's ai chips shares are well they're bouncing around along the flatline here but a big outperformer on the year okay one of their key customers... Read more
Category: Education
Welcome back to fast market everyone kevin hs alex coffee now it's time for our cashtag segment now i want to bring in the vice president of research at like.com miss megan brantley to the show megan we're covering nvidia it's a fun topic on a day like this and actually we could turn this into the nvidia... Read more
Category: Education
Why remain bullish on nvidia yeah well i think there's a lot of reasons to still like the company i mean they've driven accelerate compute about a thx over the last 10 years and they continue to be the leaders in the space um and ai is right now just too important of a area to to let up the gas and... Read more
Category: Education
We still have to consider nvidia a week from today how do you see that i mean it's huge obviously um it's uh it's the most important stock in the world right now so u you know if if they laid an egg uh it would be a major problem for the whole market i don't think they will i think uh they're going... Read more
Category: Education
[music] chip soxs losing some steam today as the nasdaq rolls over earlier gains giving up some of those earlier gains on that softer than expected manufacturing data now today's move to the downside what you are seeing play out within the chip sector follows yesterday's risk on rally actually looking... Read more
Category: Education
Anticipate the market reaction to that looking like because we have seen nvidia come out in the past and beat and raise and the market has not necessarily rallied around that news because the anticipation is so baked in i would say with a pullback in the stock to around1 $100 i think a beat and a raise... Read more
Category: Education
Nvidia is gearing up to report earnings next week in wall street well it's still feeling bullish on the ai darling despite some worry over potential delays of its blackwell chips yahoo finances madison mills joins us now with more maddie hey shaa so if you saw the nvidia sell off on thursday and got... Read more
Category: Education
You actually have been in asia a lot and you've been looking at the factories and you've been talking to people who are the end buyers of some of these chips and the producers to understand exactly how much demand there is what have you seen that gives you such confidence that this really is a takeoff... Read more
Category: Education
This comes as earnings for some of nvidia's biggest customers those large cap tech names have been a bit mixed our next guest though seeing some opportunity saying that the volatility represents a reason to buy joining us now we want to bring in antoan shakai ban he is a technology infrastructure analyst... Read more
Category: Education
Nvidia stock investors would probably argue that nvidia is the most important company in the world but what if i told you that in a recent conference nvidia ceo pretty much confirmed these claims more specifically he mentioned how the demand for his chips are creating very emotional customers what's... Read more