By Yahoo Finance Video
Publication Date: 2025-11-14 17:51:00
00:02 Speaker A
Nvidia shares bouncing back this morning. The company said to report its quarterly earnings after the close next Wednesday, November 19th. Our tech editor Dan Halley joins us with what to watch when those results come out. And Dan, part of this, we saw um Jensen Wong recently make some comments that seemed to indicate an even rosier outlook than he had already. Are we going to hear potentially more about that uh with this earnings report?
00:37 Dan Halley
Yeah, I mean, that’s that’s kind of what what everyone’s looking for, right? I mean, this has been, I mean, this is the bell weather for the AI trade and, you know, whether they they beat expectations or miss expectations, you can expect a cavalcade of knock on effects for uh different AI stocks. Uh and so, you know, there’s there’s a number of kind of threads here with the kind of Nvidia earnings report. The the first is, you know, this is the the first report that we’re seeing uh since Softbank unloaded their $5.8 billion
01:08 Dan Halley
uh worth uh of stake in the company. They obviously did that to kind of pay for their own AI endeavors. Uh you know, they’re working with Open AI on that massive Stargate project, things along those lines. It’s also the first we’ve heard uh from Nvidia since the uh AMD financial analyst day where CEO Lisa Su said that she believes that the total addressable market for AI data centers will be a trillion dollars uh by 2030. And then also,…
