Detailed analysis of Nvidia's First Quarter Revenue outlook, highlighting beat in revenue expectations driven by data center segment, growth in AI chip consumption, concerns in the market about competition, customer dependency, Meta's commitment to purchasing GPUs, declining data center sales to China, tipping point for generative AI, issues with long-term growth potential in China, supply chain constraints impact, CEO statements impact on shares, revenue projections vs actual performance, market reactions to information, generative AI expectations, AI server investments, questions for Nvidia's C-suite, supply issues impact on future revenue growth, interest rates and economic challenges facing Nvidia's growth pace.
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Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg Economics Chief US Economist Anna Wong break down the of minutes of the Jan. 30-31 FOMC meeting showing that most Federal Reserve officials flagged concerns over moving too quickly to cut interest rates, indicating such risks outweighed keeping borrowing costs elevated for too long. Rachel Gerring, EY Americas IPO Leader, shares her thoughts on the current state of the US deals market. Lucas Keh, Semiconductors Analyst at Third Bridge, discusses Nvidia earnings as the company gave a sales forecast that fell short of the most bullish estimates. And we Drive to the Close with Lisa Erickson, Head of Public Markets Group at US Bank Wealth Management.
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