Nvidia, nuclear’s revival & Boohoo: The Companies and Markets Show
Investors' Chronicle · Investors' Chronicle
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Show Notes
We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks what this means for the industry so far, and the prospects for the uranium market and small modular reactors (SMRs).
Next up, the world’s most valuable company, Nvidia (NVDA). New York-based reporter Arthur Sants discusses the company’s latest results, the uncertainty regarding sales to China, as well as Intel’s two recent big investors: the US government and SoftBank. Alex Newman also weighs in on the subject.
Mark Robinson covers Boohoo’s (DEBS) recent, delayed results, which showed some overhang from its old business. It’s move to be a third-party seller, similar to that of M&S (MKS) and Next (NXT) could be fruitful, but the competition is rife. Listen to find out more.
Timestamps
1:30 Nuclear
15:48 Nvidia
37:07 Boohoo
Read more on these topics
How to invest in the world’s nuclear future
Nvidia beats expectations despite China uncertainty
Boohoo cuts inventories and capex
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