CNBC's "Fast Money"
Nvidia Reports Results… And A Big Move In The Pharma Space 2/26/25
Feb 26, 2025
Bill Sibble, CEO of Madrigal Pharmaceuticals, dives into the company's impressive Q4 results, highlighting the impact of their promising MASH drug. He discusses how this recent success is contributing to Madrigal's stock surge. The conversation also touches on the competitive pharmaceutical landscape and the strategic moves required to navigate it effectively. Additionally, the podcast examines Nvidia's latest financial performance and its ripple effects on the broader market, alongside emerging trends in tech and pharmaceuticals.
43:43
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Nvidia's earnings surpassed estimates, with its data center segment driving revenue, but concerns about slowing growth and margins persist.
- Madrigal Pharmaceuticals' stock surged due to promising results for its fatty liver disease drug, indicating strong market potential despite competition.
Deep dives
NVIDIA's Earnings Highlights
NVIDIA reported earnings that surpassed both revenue and profit estimates, with particular emphasis on its data center segment, which continues to drive over 80% of the company's revenue. The introduction of their latest GPU architecture, Blackwell, was a key focus, generating significant revenue and recognized for its rapid ramp-up. However, despite positive overall performance, concerns arose over slowing growth and declining gross margins, prompting management to project a targeted recovery in margins later in the year. Analysts are now scrutinizing competition and overall demand dynamics as they assess NVIDIA's future outlook in the evolving AI landscape.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
