Stock Movers Nvidia Rises, CrowdStrike Fall, and Best Buy Tumble on Tariff Impact
6 snips
Aug 28, 2025 Nvidia shares surged as it projected a robust $54 billion revenue for the upcoming quarter, meeting expectations. Meanwhile, CrowdStrike saw a decline after missing sales estimates despite strong results. Best Buy struggled with its stock plummeting due to concerns over potential tariffs impacting its finances and consumer spending. The podcast also dives into the competitive landscape affecting these major tech stocks, making for an engaging analysis of the current market trends.
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NVIDIA Hits Street But Misses Lofty Hopes
- NVIDIA's $54 billion revenue guide matches Street estimates but falls short of very high expectations.
- Data center revenue of $41.1 billion was strong yet slightly below average forecasts, pressuring the stock.
Regulatory Uncertainty Around China Chip Sales
- Uncertainty about U.S. rules for payments tied to Blackwell AI chip sales to China is weighing on NVIDIA.
- CFO Colette Kress said regulators haven't indicated how the structure would work, leaving key questions unresolved.
CrowdStrike Guidance Shows Slower Customer Gains
- CrowdStrike guided Q3 revenue to $1.21–$1.22 billion, roughly in line with estimates but slightly below.
- Bloomberg Intelligence warned slower new ARR growth could reflect weaker customer additions ahead.