Asks how NVIDIA earnings look from credit perspective.
Tim Stenovec
Robert Schiffman
NVIDIA had greatest print in stock market history but equity market expects perfection; credit markets fine with NVIDIA likely next AAA name.
Robert Schiffman
AI spending is opportunity, not stress - companies investing in cash-flow generating assets.
Robert Schiffman
Credit markets remain strong; high-quality names like Salesforce show no stress with $50B buyback.