

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates
Nov 20, 2024
Redd Brown, an earnings reporter for Bloomberg News, offers a deep dive into NVIDIA's recent earnings forecast that fell short of lofty expectations, sparking a 4% drop in stock shares. The discussion highlights the challenges NVIDIA faces, such as supply constraints and competition in the AI and chip development space. Brown also analyzes the implications of NVIDIA's 48% boost in R&D spending, signaling their intentions to maintain a competitive edge. The landscape for financial projections in the tech sector and evolving demand dynamics are also key points.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
NVIDIA's Earnings Forecast Disappointment and Market Reaction
01:32 • 2min
Challenges and Innovations in NVIDIA's AI and Chip Development
03:18 • 2min
NVIDIA's Financial Landscape and Future Projections
05:20 • 13min
NVIDIA's Strategic Spending and Demand Dynamics
18:37 • 2min
The Importance of Seeking Therapy for Everyone
20:23 • 2min