NVIDIA earnings after the bell expected to move the stock by 5% either direction. Its outlook will provide investors a better understanding of the impact of AI on markets and the economy.
Matt Miller
Ed Ludlow
The market is looking at the forecast for the current period, hoping NVIDIA exceeds by $1-3 billion. It's all about the confidence projected by CEO Jensen Huang that everything's intact.
NVIDIA is still the king for training. For training, it doesn't seem like anyone is even close to NVIDIA's level with its chip design.
Matt Miller
Ed Ludlow
NVIDIA dominates and has a technical monopoly. AMD is trying to bridge the gap. On training, first the Hopper platform and now Blackwell, it's been the go-to.
Ed Ludlow
People are also looking at the margin level and free cash flow. It's astonishing what NVIDIA has been able to do, not just growing its top line but carrying the bottom line with it.