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KG: NVDA Earnings to End Market "Gridlock," Software Pressure Continues

KG: NVDA Earnings to End Market "Gridlock," Software Pressure Continues

Schwab Network · Schwab Network

February 25, 20268m 12s

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Show Notes

Options are pricing around a 4% to 5% move in Nvidia (NVDA) following its earnings, says Kevin Green when looking at the implied volatility. However, it's not the earnings themselves that can ignite volatility, but the guidance and call afterward. He explains how Nvidia can shatter a "gridlock" constraining Wall Street. Elsewhere in the tech stack, KG talks about the continuing weakness in software in Workday's (WDAY) earnings and turns to another ETF outside IGV to watch.


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KG: NVDA Earnings to End Market "Gridlock," Software Pressure Continues — Schwab Network — Play Podcasts