PodParley PodParley
PodParley PodParley
Log in

8-28-25 Nvidia Falls Short

Nvidia reported earnings with strong overall resu…

An episode of the The Real Investment Show (Full Show) podcast, hosted by Lance Roberts, titled "8-28-25 Nvidia Falls Short" was published on August 28, 2025 and runs 52 minutes.

August 28, 2025 ·52m · The Real Investment Show (Full Show)

0:00 / 0:00

Summary

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia’s earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia’s Q2 2025 earnings breakdown * Why data center revenue is the market’s key focus * How Wall Street is reacting to Nvidia’s guidance * What this could mean for broader tech sector momentum 📊 Whether you’re a DIY investor or market pro, tune in for insights on what’s next for Nvidia stock (NVDA) and the tech sector. SEG-1a: Nvidia Disappoints, Chiquita Slips SEG-1b: Markets are Fine; Beware Small- & Mid-Caps SEG-2a: Nvidia Reflections & Forward-looking Guidance SEG-2b: "Days of Our Lives" at the Federal Reserve SEG-2c: Valuations & Gamification of Markets Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=5pCET5x3Y2E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell, "Gold is Liquidity Source for Stocks" is here: http://bit.ly/47QZT3k -------- Our previous show, "Is the Taylor Swift Engagement a Market Event?" can be viewed here: https://www.youtube.com/watch?v=FwYPTOh0PBk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Momentum Strategies And Physics: Mass And Velocity Matter" https://realinvestmentadvice.com/resources/blog/momentum-strategies-and-physics-mass-and-velocity-matter/ “Buy Every Dip” Remains The Winning Strategy…For Now https://realinvestmentadvice.com/resources/blog/buy-every-dip-remains-the-winning-strategyfor-now/ "Market Valuations Don’t Matter…Until They Do" https://realinvestmentadvice.com/resources/blog/market-valuations-dont-matter-until-they-do/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Gold #LiquiditySource #BullishTrend #NegativeDivergence #MarketCorrection #Nvidia #StockMarket #EarningsReport #TechStocks #Investing #InvestingAdvice #Money #Investing

Episode Description

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia’s earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia’s Q2 2025 earnings breakdown * Why data center revenue is the market’s key focus * How Wall Street is reacting to Nvidia’s guidance * What this could mean for broader tech sector momentum 📊 Whether you’re a DIY investor or market pro, tune in for insights on what’s next for Nvidia stock (NVDA) and the tech sector. SEG-1a: Nvidia Disappoints, Chiquita Slips SEG-1b: Markets are Fine; Beware Small- & Mid-Caps SEG-2a: Nvidia Reflections & Forward-looking Guidance SEG-2b: "Days of Our Lives" at the Federal Reserve SEG-2c: Valuations & Gamification of Markets Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=5pCET5x3Y2E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell, "Gold is Liquidity Source for Stocks" is here: http://bit.ly/47QZT3k -------- Our previous show, "Is the Taylor Swift Engagement a Market Event?" can be viewed here: https://www.youtube.com/watch?v=FwYPTOh0PBk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Momentum Strategies And Physics: Mass And Velocity Matter" https://realinvestmentadvice.com/resources/blog/momentum-strategies-and-physics-mass-and-velocity-matter/ “Buy Every Dip” Remains The Winning Strategy…For Now https://realinvestmentadvice.com/resources/blog/buy-every-dip-remains-the-winning-strategyfor-now/ "Market Valuations Don’t Matter…Until They Do" https://realinvestmentadvice.com/resources/blog/market-valuations-dont-matter-until-they-do/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Gold #LiquiditySource #BullishTrend #NegativeDivergence #MarketCorrection #Nvidia #StockMarket #EarningsReport #TechStocks #Investing #InvestingAdvice #Money #Investing

Share this episode

Similar Episodes

Lump Sum vs Pension, Dividends & Market Risks Explained

Apr 9, 2026 ·41m

TBT: When are Mortgage Rates Too High?

Apr 9, 2026 ·32m

He Retired His Spouse with Passive Income after 6 Months… What’s Next?

Apr 7, 2026 ·40m

Retirement Is Evolving—Are You Keeping Up?

Apr 2, 2026 ·39m

TBT: Is It Wise to Buy Real Estate When Interest Rates are Rising?

Apr 2, 2026 ·27m

The White House Wants to Give You $1,000 for Retirement

Apr 2, 2026 ·11m

Similar Podcasts

Make the Deal: Real Estate Investing with David Blatt David Blatt This show offers expert advice on real estate investing from CapStack Partners CEO, David Blatt.CapStack Partners is an investment bank and investment manager focused on the real estate, hospitality, infrastructure and energy industries. As CEO, David Blatt leads all of CapStack’s investment banking and principal investing activities. Over the last fifteen years, he has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal. For more information, please visit: https://www.capstackpartners.comhttps://www.youtube.com/channel/UC3LUVd_n98UbyOKvn9VLScghttps://www.twitter.com/capstackceohttps://www.linkedin.com/capstackceo_davidblatthttps://www.facebook.com/David-Blatt-1395744087199314/https://plus.google.com/111313444823344430223 The Financial Answer with Nathan O’Bryant Nathan O’ Bryant The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear explanations and thoughtful discussion to help listeners make informed decisions. No topic is off limits as Nathan breaks down both timely developments and foundational principles of personal finance. The Jay Conner Show Jay Conner Jay Conner reveals his real estate investment and wealth building strategies centered around finding investment properties, funding deals with private money, and flipping those properties in as little as 3 days! The Zandbergen Report Bart Zandbergen, CFP The Zandbergen Report: Wealth Management Strategies and Investment Wisdom with Bart Zandbergen, CFP. The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry. Also, The Zandbergen Report features guest host Letitia Berbaum of The Zandbergen Group, who brings a fierce millennial perspective to the table while interviewing guests solo and in her round table sessions on air with Bart as they talk about the latest ups, downs and shifts in the market.
URL copied to clipboard!