Concerns Around Nvidia (NVDA) Earnings Next Week
Schwab Network · Schwab Network
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Show Notes
Ken Mahoney describes a “perfect storm” in markets between AI capex, economic data, and geopolitical worries. He looks ahead to Nvidia (NVDA) earnings, due next Wednesday, and what the Street is anticipating from the report and guidance. “Investors are going to be bracing themselves…they [Nvidia] really need to blow it out.” He likes Microsoft (MSFT) “a lot,” citing their many verticals.
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