CNBC's "Fast Money" Nvidia Reports Results… And The Future OF Fannie Mae And Freddie Mac 5/28/25
May 28, 2025
Nvidia is making waves with its latest earnings, showcasing growth in the data center sector. The panel discusses chip giant's challenges in the Chinese market while remaining cautiously optimistic. On the mortgage front, potential changes to Fannie Mae and Freddie Mac by the White House could shake up mortgage rates and the housing market. Plus, the impact of geopolitical tensions on major tech firms sets the stage for a complex investment landscape, highlighting key economic indicators and market dynamics.
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Strong NVIDIA Q2 Guidance and Growth
- NVIDIA's fiscal Q2 guidance exceeds many estimates despite challenges from export controls.
- The data center business shows over 70% growth year-over-year, driving investor optimism.
Fed's Inflation and Rate Cut Outlook
- The Fed is cautious about rising inflation risks due to tariffs and increased spending.
- Investors should prepare for a late-year Fed rate cut but expect stable yield levels in the near term.
NVIDIA's China Chip Write-Down Strategy
- NVIDIA took a $4.5 billion write-down on China-specific chips but reused materials to reduce losses.
- Despite tightening export controls, NVIDIA is advancing new chips and maintaining strategic China R&D and relationships.