Wall Street Breakfast Mr Nvidia goes to Washington
5 snips
Dec 4, 2025 Nvidia's CEO Jensen Huang charms Washington with a meeting with Trump, celebrating favorable energy policies for AI. Snowflake impresses with revenue results, but cautious guidance leaves investors worried. In Australia, Meta disables teen accounts on Instagram and Facebook, ahead of a new social media regulation. This move sparks global reactions, echoing similar initiatives in Malaysia. Plus, discussions about market trends like Paramount's breakup fee and the Palantir-Nvidia partnership heat up the conversation.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA Wins A Washington Reprieve
- NVIDIA avoided a congressional restriction that would have limited advanced AI chip sales to adversary nations.
- CEO Jensen Huang met with lawmakers and received public praise from President Donald Trump highlighting political support for NVIDIA's role in AI and energy ties.
Huang Links Energy Policy To AI Boom
- Jensen Huang praised President Trump for prioritizing energy, linking it to the US AI boom on Joe Rogan's podcast.
- Huang credited energy growth as essential for industrial and AI expansion.
Good Results, Tough Expectations For Snowflake
- Snowflake beat top-line and EPS expectations but gave soft guidance that disappointed investors.
- The stock trades at high forward multiples, showing the market prices in exceptional AI-driven acceleration rather than merely solid growth.