Real Vision: Finance & Investing
Can NVDA Live Up To The Hype? With Brent Donnelly
Aug 23, 2023
Brent Donnelly, President of Spectra Markets, discusses Nvidia's earnings, the potential for a slower Q4 in the U.S., and his outlook on China's economy. Topics also include high expectations in the market, OPEC's production cut and its impact, the resurgence of fiscal policy, risks in the entertainment industry, and concerns about US debt and the Treasury market.
34:52
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Quick takeaways
- NVIDIA's earnings beat expectations, causing a significant increase in stock price, but further insights are needed to determine the driving factors.
- The shift towards fiscal policies and the recognition of their efficacy may lead to a new economic environment with implications for growth, job creation, and inflation rates.
Deep dives
NVIDIA Earnings Release
NVIDIA has released its earnings, beating expectations with $270 per share and $13.5 billion in revenue. This has caused a 6.9% increase in its stock price. However, further insights are expected from the conference call to determine if the beat was driven by demand or supply constraints.
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