Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?

In this deep dive, Zaid breaks down Nvidia’s blowout results, the growing fears of an AI bubble, Michael Burry’s warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending.

Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.

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Market update for Friday February 27, 2026

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In today’s episode:

• January PPI comes in hot, core wholesale prices jump 0.8%
• Netflix walks away from its Warner Bros. Discovery deal after Paramount’s $31/share bid
• CoreWeave stock tumbles after light revenue guidance and rising debt
• Block cuts nearly 50% of its workforce in the name of AI efficiency
• Fun Fact: More people are are moving out of the US than moving in

Market update for Thursday February 26, 2026

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In today’s episode:

• Nvidia earnings show signs of continued AI growth
• Salesforce guidance disappoints, hurting consensus on software stocks
• Celsius earnings shows customer loyalty for energy drinks
• C3.AI shares plummet amid massive sales declines
• Kalshi goes after MrBeast employee for insider trading

Market update for Wednesday February 25, 2026

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In today’s episode:

• Stripe reportedly considers acquiring PayPal after its stock slump
• Circle stock surges after crushing earnings and strong USDC growth
• Cava jumps on surprise same-store sales growth
• Lucid slides after a wide earnings miss and continued cash burn
• Apple plans to manufacture Mac Mini in Houston

Market update for Tuesday February 24, 2026

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In today’s episode:

• A viral AI “doomsday” report spooks investors
• Meta strikes a massive $100B+ AI chip deal with AMD
• Home Depot beats earnings but warns housing demand remains “frozen”
• BWX Technologies surges as nuclear momentum builds
• Hims & Hers drops on weak guidance and weight-loss drug lawsuit
• Uber acquires SpotHero, expanding deeper into the transportation ecosystem

Market update for Monday February 23, 2026

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In today’s episode:

• Trump’s slaps 15% tariffs after Supreme Court ruling
• DOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. deal
• Novo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappoints
• Domino’s beats on U.S. sales as value deals win over consumers
• Gilead buys cancer biotech Arcellx for $7.8B
• Fun Fact: Olympic gold medals only have 6g of gold

John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court's decision to rule against President Trump's sweeping global tariffs, and what the lasting impact of AI will be on software stocks. 

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In this deep dive, Zaid breaks down how Walmart became a $1 trillion company and why Wall Street is suddenly treating it like a tech stock.

E-commerce is growing over 20%. Advertising revenue is surging. Orders are arriving in under three hours. And operating profits are expanding faster than sales.

But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?

Market update for Friday February 20, 2026

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In today’s episode:

• Supreme Court rules against Trump's tariffs
• Nvidia lowers OpenAI investment to $30B
• Blue Owl flashes warnings signs for private credit industry
• Opendoor points to profitability by year-end
• Newmont's gold production slows amid gold surge
• 2025 was the best year for hedge funds since 2009

Market update for Thursday February 19, 2026

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In today’s episode:

• Bitcoin drops near 2026 lows as crypto enthusiasm fades
• Walmart beats on earnings but issues cautious guidance
• Figma revenue jump 40% as AI monetization accelerates
• Etsy sells Depop to eBay for $1.2B
• Carvana stock slides after earnings miss
• Amazon surpasses Walmart in annual revenue