Nvidia Forecast Misses Loftiest Estimates

In this insightful discussion, Angelo Zino, Senior Vice President at CFRA Research, and Stefanie Holtze-Jen, APAC Chief Investment Officer at Deutsche Bank Private Bank, delve into NVIDIA's recent earnings forecast, which fell short of analysts' expectations. They explore the buoyant AI sentiment's impact on the tech sector and discuss potential trade shifts under new U.S. leadership that could affect semiconductor tariffs. Additionally, they highlight key trends in the Asia-Pacific markets and the importance of strategic investment amidst economic changes.