Nvidia's crazy day
Do Nvidia’s huge earnings make the case for or against a bubble?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they go long a proposed stimulus cheque and short handbag investment funds.
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Read a transcript of this episode on FT.com
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