Otto: China Challenge to NVDA, Blackwell & Mega Caps Offer Strength
Schwab Network · Schwab Network
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Show Notes
Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run.
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