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.
00:00 Introduction and Nvidia's Earnings Report.
04:42 Decelerating Growth Rates for Nvidia.
08:38 The Delayed Release of the Blackwell Chip.
11:43 Nvidia's Share Buyback Program.
17:32 Tech Stocks Underperforming and Sector Rotation.
20:03 Tech Underperformance and the Market's Hold Pattern.
22:08 Conclusion and Broader Market Perspective.
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