• The Trading Floor: Nvidia Earnings Explained

  • Aug 29 2024
  • Duração: 23 minutos
  • Podcast

The Trading Floor: Nvidia Earnings Explained

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  • Sumário

  • 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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