EPISODE · May 23, 2026 · 31 MIN
Nvidia Earnings Memorial Day Weekend Special
from Rigatoni Capital Podcast · host Colin Santucci
Nvidia just reported record revenue of $81.6 billion for the quarter, up 85% from a year ago, with Data Center revenue hitting a record $75.2 billion, up 92% year over year. We do a late Friday night Memorial Day weekend special to break it all down. I also cover Walmart's earnings and what the retail and consumer picture is telling us right now, touch briefly on Intuit and Bitcoin, and get into the US-China trade negotiations that continue to drag on without any real resolution in sight.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #EarningsSeason #Walmart #WMT #Intuit #INTU #Bitcoin #BTC #USChina #TradeWar #Semiconductors #DataCenter #Blackwell #stockanalysis #marketwatch #RigatoniCapital$NVDA $WMT $INTU $BTC $QQQ $SMH
What this episode covers
Nvidia just reported record revenue of $81.6 billion for the quarter, up 85% from a year ago, with Data Center revenue hitting a record $75.2 billion, up 92% year over year. We do a late Friday night Memorial Day weekend special to break it all down. I also cover Walmart's earnings and what the retail and consumer picture is telling us right now, touch briefly on Intuit and Bitcoin, and get into the US-China trade negotiations that continue to drag on without any real resolution in sight.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #EarningsSeason #Walmart #WMT #Intuit #INTU #Bitcoin #BTC #USChina #TradeWar #Semiconductors #DataCenter #Blackwell #stockanalysis #marketwatch #RigatoniCapital$NVDA $WMT $INTU $BTC $QQQ $SMH
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Nvidia Earnings Memorial Day Weekend Special
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