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EPISODE · Aug 29, 2025 · 10 MIN

Wall Street Roundup: valuation concerns and uncharted waters

from Wall Street Breakfast · host Seeking Alpha

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlookMore Volatility Ahead In This AI Bull MarketEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode metadata supplied by the publisher feed · Published Aug 29, 2025

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Wall Street Roundup: valuation concerns and uncharted waters

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