NVDA Jun 2025 580.000 call
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Will Nvidia earnings impress hard-to-please tech investors?
All eyes are on Nvidia as earnings are set to be reported on Wednesday, May 22, after the closing bell. Spear Invest Founder and CIO Ivana Deleveska joins Asking for a Trend to break down the chip company's earnings expectations and how the market might react. "We're pretty confident that the company will beat expectations, however, what we've been seeing this quarter specifically is that companies beat and raise, but the market, no matter what they report, finds it pretty disappointing. So it wouldn't be surprising to see that to be the scenario," Deleveska says. She adds that the upside for Nvidia will come in the next two years as more data centers begin to pop up and that its chips are "positioned very well both for training and inference." Deleveska explains that as the AI race heats up, there are unique opportunities for companies that provide thermal management: "These are really big, massive areas of investment that are going to benefit equally from the data center investment cycle." For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Melanie Riehl
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Investors await Nvidia earnings, commodities on the rise: Morning Brief
On today's episode of The Morning Brief, Yahoo Finance Hosts Seana Smith and Brad Smith break down some of the market's (^DJI, ^IXIC, ^GSPC) biggest stories and give an overview of the trading week ahead. The stock market opened mixed on Monday, with the Dow Jones Industrial Average opening below its recent record high of 40,000. Morgan Stanley's Michael Wilson, previously bearish on S&P 500 growth, is now bullish on the index's potential, revising his target from 4,500 to 5,400. Meanwhile, metal commodities continue to surge after gold (GC=F) and silver futures (SI=F) reached fresh highs last week. BofA Global Research Head of Metals Research Michael Widmer explains that precious metals are in a "buy-the-dip market." Nvidia (NVDA) is set to post its first quarter earnings for the fiscal 2025 year on Wednesday. Moor Insights & Strategy Founder and CEO Patrick Moorhead believes the chip company will outperform expectations, citing increasing demand as the artificial intelligence race heats up. AI is increasingly becoming a trend, as the number of times AI has been mentioned on earnings calls this quarter has notably risen compared to last quarter, according to Goldman Sachs Investment Research. Veteran market strategist and founder of RandyFrederickMedia.com Randy Frederick adds that "AI is going to change things as much as the Internet did when it came about 30, 40 years ago." All eyes are on Paramount (PARA, PARAA) as Sony (SONY) and Apollo Global (APO) have reportedly signed non-disclosure agreements in their latest efforts to court the media giant. On the healthcare front, Hims & Hers Health (HIMS) stock has jumped on the announcement that the telehealth provider will introduce compounding injectable GLP-1 weight-loss drugs to its services. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
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Nvidia: Why investors shouldn't worry if earnings are weak
As Nvidia (NVDA) is set to report earnings on Wednesday after the closing bell, veteran market strategist and founder of RandyFrederickMedia.com Randy Frederick joins Morning Brief to break down how the chip company's results could impact the market. "AI is going to change things as much as the Internet did when it came about 30, 40 years ago," Frederick says, highlighting the importance of Nvidia's chips in the field. He explains that Nvidia is in a strong position, and if the company misses expectations, "a weak quarter is not going to make AI go away, and it's not the end of the world." He adds that the company still has a lot of upside, and a potential dip in the stock could be a buying opportunity. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
