About this episode
Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.
As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?
Get up to speed on one of the major stories in global markets this week.
*****
01:00 Introduction and Nvidia's Earnings Report
03:00 Decelerating Growth Rates for Nvidia
07:13 The importance of forward guidance
08:35 The Delayed Release of the Blackwell Chip
12:43 Nvidia's Share Buyback Program
14:13 Managing market expectations
18:32 Broader Context and Sector Rotation
21:02 What happens to US stocks next?
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