By Motley Fool Staff
Publication Date: 2026-09-09 03:35:00
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Nvidia’s earnings and guidance update.
- The winners and losers from Nvidia’s earnings.
- CrowdStrike’s earnings.
- Is CrowdStrike’s stock a buy?
- Mailbag: Is local AI a hyperscaler problem?
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A full transcript is below.
This podcast was recorded on Aug. 27, 2026.
Tyler Crowe: Woah boy, did Nvidia‘s earnings deliver. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe. Today, I’m joined by longtime Fool contributors Matt Frankel and Jon Quast. Guys, I think this has been the thing we’ve all been waiting for this week. It was Nvidia’s earnings report. It came out after the close yesterday. Probably the most anticipated earnings report, even more so than the hyperscalers. I think it’s fair to say that the report did not disappoint. Shares are up about 7% as we’re taping this morning. Somehow, the company smashed earnings expectations and guidance expectations, which at this point, I’m starting to think Nvidia is arguably the most followed company on Wall Street. If the company can blast past expectations like this, I almost start to wonder, are Wall Street analysts not really good at their jobs, or was it just an incredible quarter…