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DHUnplugged Podcast - DHUnplugged #767: Flirty Chatbots
Blame it on AI – new excuse: Flirty Chatbots
NVDIA earnings the high point for a while?
Announcing the WINNER of the CTP
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Interactive Brokers
Warm-Up
- Tariffs deemed illegal?
- So much for rates coming down - Long bond up again
- Announcing the WINNER of the CTP
- Blame it on AI - new excuse.... Flirty Chatbots
Markets
- NVDIA earnings the high point for a while?
- Good month - August is green - Sept starting out wobbly
- AI News - Valuations - TO THE MOON
NVDA Earnings
- From last Wednesday
- STRONG: Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%
- Earnings per share: $1.05 adjusted vs. $1.01 estimated
- Revenue: $46.74 billion vs. $46.06 billion estimated
- Overall company revenue rose 56% in the quarter from $30.04 billion a year ago, Nvidia said. Year-over-year revenue growth has now exceeded 50% for nine straight quarters, dating back to mid-2023
-Stock opened Thursday at $180 - now trades near $168
--- Some concern over data-center revenue declining 1% from previous quarter due to $4B less in sales of H20 chips
NEW CLEAR
- The Duane Arnold nuclear plant northwest of Cedar Rapids, Iowa is pressing ahead with plans to restart operations by the end of the decade after shutting down for economic reasons in 2020
- NextEra Energy (NEE)
- Duane Arnold would follow similar restarts planned for the Palisades nuclear plant in Michigan and Three Mile Island in Pennsylvania, which plan to resume operations later this year and in 2027
- Big Change on the economics is just 5 years!
USA Travel
- Who needs those pesky visitors anyway
- Overseas travel to the U.S. fell 3.1% year-on-year in July to 19.2 million visitors, according to U.S. government data. It was the fifth month of decline this year, defying expectations that 2025 would see annual inbound visitors finally surpass the pre-pandemic level of 79.4 mil
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By Dame JennBlame it on AI – new excuse: Flirty Chatbots
NVDIA earnings the high point for a while?
Announcing the WINNER of the CTP
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Interactive Brokers
Warm-Up
- Tariffs deemed illegal?
- So much for rates coming down - Long bond up again
- Announcing the WINNER of the CTP
- Blame it on AI - new excuse.... Flirty Chatbots
Markets
- NVDIA earnings the high point for a while?
- Good month - August is green - Sept starting out wobbly
- AI News - Valuations - TO THE MOON
NVDA Earnings
- From last Wednesday
- STRONG: Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%
- Earnings per share: $1.05 adjusted vs. $1.01 estimated
- Revenue: $46.74 billion vs. $46.06 billion estimated
- Overall company revenue rose 56% in the quarter from $30.04 billion a year ago, Nvidia said. Year-over-year revenue growth has now exceeded 50% for nine straight quarters, dating back to mid-2023
-Stock opened Thursday at $180 - now trades near $168
--- Some concern over data-center revenue declining 1% from previous quarter due to $4B less in sales of H20 chips
NEW CLEAR
- The Duane Arnold nuclear plant northwest of Cedar Rapids, Iowa is pressing ahead with plans to restart operations by the end of the decade after shutting down for economic reasons in 2020
- NextEra Energy (NEE)
- Duane Arnold would follow similar restarts planned for the Palisades nuclear plant in Michigan and Three Mile Island in Pennsylvania, which plan to resume operations later this year and in 2027
- Big Change on the economics is just 5 years!
USA Travel
- Who needs those pesky visitors anyway
- Overseas travel to the U.S. fell 3.1% year-on-year in July to 19.2 million visitors, according to U.S. government data. It was the fifth month of decline this year, defying expectations that 2025 would see annual inbound visitors finally surpass the pre-pandemic level of 79.4 mil