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Big Tech’s Big Test: NVDA Earnings + A Fed on the Fence
Nvidia steps into the spotlight as investors brace for another massive earnings report — with expectations of $1.25 EPS and $55B in revenue. We break down what matters most:
growth, capex cycles, and whether the AI demand story has more room to run.
Plus, the Fed enters the chat with rate-cut odds now looking like a true coin flip. What does it all mean for markets? Keith Gangl, Kyle Bergacker, and Lisa Schreiber unpack it all in episode 82 of the Picker’s Market Podcast.
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By Keith Gangl, Lisa Schreiber and Tyler EllegardNvidia steps into the spotlight as investors brace for another massive earnings report — with expectations of $1.25 EPS and $55B in revenue. We break down what matters most:
growth, capex cycles, and whether the AI demand story has more room to run.
Plus, the Fed enters the chat with rate-cut odds now looking like a true coin flip. What does it all mean for markets? Keith Gangl, Kyle Bergacker, and Lisa Schreiber unpack it all in episode 82 of the Picker’s Market Podcast.