

Nvidia Earnings Ahead, JM Smuckers Slips, MongoDB Soars
Aug 27, 2025
The podcast dives into Nvidia's earnings report, highlighting complexities in its China sales that leave investors anxious. JM Smucker faces challenges as declining sales in coffee and snacks lead to a dip in shares, despite a raised sales outlook. Meanwhile, MongoDB's stellar second-quarter results spark a stock surge, showcasing its strong performance and optimism in the tech sector. The analysis weaves together broader market trends and investor sentiments surrounding these key players.
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Nvidia Near Record High Before Earnings
- Nvidia's stock is near a record high and has rallied ~35% since May, reflecting strong pre-earnings momentum.
- Investors face wide revenue estimate dispersion for Q3 due to China sales uncertainty ahead of earnings.
Rapid Nvidia Rebound Since April Lows
- The stock has close to doubled since April lows amid earlier tariff and market worries.
- That rapid rebound came after a period of heavy market skepticism following the sell-off.
Smucker Sales Mix Shows Consumer Softness
- JM Smucker reported weaker first-quarter net sales driven by declines in coffee, dog snacks, sweet baked goods and fruit spreads.
- The company missed EPS estimates but raised full-year net sales outlook to as much as 5% while coffee sales rose after price increases.