Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.

As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?

Get up to speed on one of the major stories in global markets this week.

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01:00 Introduction and Nvidia's Earnings Report

03:00 Decelerating Growth Rates for Nvidia

07:13 The importance of forward guidance 

08:35 The Delayed Release of the Blackwell Chip

12:43 Nvidia's Share Buyback Program

14:13 Managing market expectations

18:32 Broader Context and Sector Rotation

21:02 What happens to US stocks next?

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