Expect ‘Another Great Quarter’ from NVDA

from Schwab Network · host Schwab Network

With Nvidia (NVDA) rallying 10% this week, John Belton of Gabelli Funds expects another strong quarter as continued hyperscaler CapEx spending supports demand, with Elon Musk saying SpaceX (SPCX) plans to exclusively use Nvidia chips. Belton also says AMD (AMD) is clearly benefiting from agentic AI demand and sees its upcoming product launches as an opportunity to take share from Nvidia’s GPU business.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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Expect ‘Another Great Quarter’ from NVDA

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