EPISODE · Aug 29, 2024 · 23 MIN
The Trading Floor: Nvidia Earnings Explained
from Market Maker · host AmplifyME
Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?Get up to speed on one of the major stories in global markets this week.*****01:00 Introduction and Nvidia's Earnings Report03:00 Decelerating Growth Rates for Nvidia07:13 The importance of forward guidance 08:35 The Delayed Release of the Blackwell Chip12:43 Nvidia's Share Buyback Program14:13 Managing market expectations18:32 Broader Context and Sector Rotation21:02 What happens to US stocks next? Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?Get up to speed on one of the major stories in global markets this week.*****01:00 Introduction and Nvidia's Earnings Report03:00 Decelerating Growth Rates for Nvidia07:13 The importance of forward guidance 08:35 The Delayed Release of the Blackwell Chip12:43 Nvidia's Share Buyback Program14:13 Managing market expectations18:32 Broader Context and Sector Rotation21:02 What happens to US stocks next? Hosted on Acast. See acast.com/privacy for more information.
NOW PLAYING
The Trading Floor: Nvidia Earnings Explained
No transcript for this episode yet
Similar Episodes
May 1, 2026 ·26m
Apr 25, 2026 ·9m
Apr 24, 2026 ·5m
Apr 24, 2026 ·9m
Apr 24, 2026 ·11m
Apr 23, 2026 ·8m