Does Beat-and-Raise Even Matter Anymore? Nvidia, Gold and This Week's Small Caps

Collect CPD Here https://quiz.ensombl.com/VOLA-26083101-56510001Nvidia posted a $96.2 billion quarter — up 106% year-on-year, data centre revenue up 117% — and beat the Street on every line, yet the stock still wobbled in after-hours trade before rallying into the close. James and Heath ask whether beat-and-raise even moves the needle anymore for the world's biggest stock, and dig into the RAM purchasing commitments that could be the real story buried in the report. Plus: Scott Bessent's Treasury flags using the TGA to fund bond buybacks, yields ease, the US dollar weakens and gold rips to nearly $4,700 an ounce on central bank buying — with silver looking primed to follow. A look at this week's small caps worth watching (Rapid Critical Metals, Barton Gold, Redstone Resources and more), a Sydney stockbroker raided by the AFP, and the AFL finals kick off with Bulldogs–Collingwood and Melbourne–Carlton.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.