By Yahoo Finance Video
Publication Date: 2026-02-23 11:00:00
00:00 Speaker A
Adam, good to see you. Let me start with you here on Nvidia. Set the scene for us. What do you want to see from Nvidia, especially if one is bullish this market?
00:10 Adam
Yeah, I mean, it definitely right now, uh meeting expectations, uh unfortunately is a fail. So I think we’re going to have to see something that uh beats expectations, kind of uh sets the story straight that hey, uh this is not a deteriorating uh narrative right now and that there is still growth and and that’s obviously the case. We do see tremendous earnings growth across the entire industry and expect that to come out in Nvidia. So I think we, you know, for the stock uh to go up, it’s going to have to be a steady beat with with at least, you know, maintaining uh the overall guidance and hopefully getting uh some improvement in guidance. I think that’s really what the market needs right now.
01:03 Speaker A
Adam, I if if Nvidia reports a a strong quarter, and I expect they will, and they come out and offer reasonable reasonably strong guidance, which I think they will, is that bad for the software space? Because I the way I would read it in the moments after that report is, uh Nvidia’s selling more chips than people expected. AI’s moving at a faster pace, bad news for software stocks.
01:29 Adam
Could be. I think, you know, we’ve seen this story before where investors are just trying to digest a story. And I think the the markets are very…
