On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical infrastructure of AI as well as why an investor would keep holding a stock after there’s an acquisition announcement.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-What we’re watching with Nvidia’s report on Wednesday
-How Nvidia’s report could ripple through the stock market
-Overbuilding with data centers or not?
-What is Jevon’s Paradox?
-What to watch after acquisition announcements
Companies discussed: Nvidia (NVDA), AMD (AMD), Warner Bros Discovery (WBD), Paramount Skydance (PSKY)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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