Gangl: NVDA Earnings Show No Slowdown in A.I. Trade, AMD & AVGO Room to Grow
Schwab Network · Schwab Network
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Show Notes
Keith Gangl says Nvidia (NVDA) "checked all the boxes" it needed for its earnings report, calling the numbers "fantastic." He points to Nvidia's "sold-out" Blackwell and cloud GPUs showing no slowdown for A.I. demand even if the trade is "overheated." Keith adds that competitors like AMD Inc. (AMD) and Broadcom (AVGO) also have plenty of room to grow alongside Nvidia.
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