By Yahoo Finance Video
Publication Date: 2026-05-08 14:11:00
00:00 Brian
I’m going to assume you at least looked or saw some of the some of those results out of Core Weve. Uh they’re just uh really two ends of the spectrum. You have really uh people on the street that love Core Weve. Uh Bernstein out this morning looking for uh reiterating their call for the stock to crash to $67. I really only care about this. What does this Core Weve quarter mean for Nvidia when it reports on uh May 20th?
00:24 Eric
Yes.
00:26 Eric
I it’s a huge validation of demand for uh AI infrastructure. Uh I’ve been a skeptic of car week before but last night’s results, I mean here here’s the deal. $40 billion uh in new backlog in a quarter. Uh and and so it they basically grew their backlog to a hundred billion, you know, sequentially. And so that that is huge. They also announced the first investment grade debt facility uh basically backed by AI uh infrastructure. Uh that hasn’t been done before. So, uh yeah, you take all those three things together, Brian, and uh it says that we’ve probably been uh too uh skeptical about Nvidia over these last few years. Everybody keeps saying like, oh, they can they keep this up? Can they keep this up? Um, and the bulls were saying, no, this is different this time it’s different. AI is real. We’re just in the first inning and all this. I I think the latter argument is going to hold true.
01:21 Brian
Eric, you think Nvidia beats big? I was looking at Goldman Sachs. They were out…
