Bloomberg Daybreak: US Edition Nvidia Fails to Impress Investors; Supreme Court Keeps Trump Foreign-Aid Freeze
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Feb 27, 2025 Nvidia's latest quarterly report left investors feeling underwhelmed, as competition in AI heats up. Chief Justice John Roberts has put a temporary hold on Trump's foreign-aid freeze, affecting billions in humanitarian aid. In a somber turn, two-time Oscar-winner Gene Hackman and his wife were found dead at their home. The podcast also discusses notable current events and the intertwining of military and health strategies amid global challenges.
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NVIDIA's Growth Concerns
- NVIDIA's Q2 earnings were good but not great, causing a muted investor response.
- Investors question if NVIDIA's massive growth can continue, despite only one missed quarterly result in five years.
NVIDIA's Margin Disappointment
- NVIDIA's gross profit margins disappointed analysts, impacting guidance.
- Margins are expected to compress further in the next quarter but then recover.
DeepSea Threatens NVIDIA
- Chinese startup DeepSea has developed cheaper chatbots, causing concern.
- This raises fears about reduced demand for NVIDIA's powerful AI chips.