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Nvidia reported one other huge quarter this week with $46.7 billion in income, a 56% year-over-year improve pushed nearly totally by AI demand. However regardless of CEO Jensen Huangβs daring prediction of $3 trillion to $4 trillion in world AI infrastructure spending within the subsequent 5 years, the inventory slid as buyers questioned how lengthy this type of progress can final.
As we speak on Fairness, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidiaβs earnings and what the marketβs response reveals about investor confidence within the AI growthβs longevity.
Hearken to the complete episode to listen to:
As at all times, Fairness will probably be again for you subsequent week, so donβt miss it!
Fairness is Trendsterβs flagship podcast, produced by Theresa Loconsolo, and posts each Wednesday and Friday.Β
Subscribe to us on Apple Podcasts, Overcast, Spotify and all of the casts. You can also observe Fairness on X and Threads, at @EquityPod.Β
