WSJ What’s News Nvidia’s Outlook Comes Under the Microscope
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Aug 28, 2025 Nvidia celebrates another record quarter, but its sky-high valuation raises questions about sustainable growth. The CDC faces political turmoil with the director's dismissal amid vaccine debates. Meanwhile, research reveals alarming trends in AI's impact on job opportunities for young Americans, particularly in entry-level tech roles. The discussion emphasizes the urgent need for workforce training in AI to prepare for an evolving job market and highlights new potential job openings that could arise from technological advancements.
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NVIDIA Faces Sky-High Expectations
- NVIDIA's $4 trillion valuation makes even small misses trigger big market reactions.
- High expectations and geopolitical uncertainty around China magnify investor sensitivity.
China Uncertainty Clouds Forecasts
- NVIDIA didn't include meaningful China sales in its forecast because of unclear shipping and geopolitical risk.
- That uncertainty adds a major variable to the company's near-term growth outlook.
Short-Lived CDC Leadership
- The White House fired Susan Minares as CDC director after clashes with HHS Secretary Robert F. Kennedy Jr. over vaccine guidance.
- Her lawyers said she was told of the firing by a White House staffer and disputed the process.