CNBC's "Fast Money" Nvidia Reports Results… And A Big Move In The Pharma Space 2/26/25
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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.
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Nvidia Earnings
- Nvidia's earnings beat estimates, but growth is slowing.
- Data centers drive over 80% of Nvidia's revenue, fueled by Blackwell chips.
Nvidia's Performance
- Nvidia beat revenue and profit estimates, but growth is slowing.
- Their guidance topped Wall Street expectations, reaching $42 billion.
Nvidia's Margin Concerns
- Nvidia's margins might decrease, which could be a negative sign.
- The stock hasn't moved much in eight months and underperformed peers.