8-28-25 Nvidia Falls Short episode artwork

EPISODE · Aug 28, 2025 · 52 MIN

8-28-25 Nvidia Falls Short

from The Real Investment Show (Full Show) · host Lance Roberts

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

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8-28-25 Nvidia Falls Short

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This episode was published on August 28, 2025.

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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...

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