Opening Bid Unfiltered

Why Nvidia GTC really isn’t so bearish


Listen Later

Nvidia had a little bit of everything for investors at its annual GTC event on Tuesday afternoon. For one, there was great theater such as CEO Jensen Huang donning his trademark black leather jacket while giving out t-shirts from a t-shirt blaster. There were also a lot of large numbers tossed around, especially a prediction of the AI infrastructure buildout reaching $1 trillion by 2028. The company even took the wraps off a host of more powerful chips to hit the market in the next few years in Blackwell Ultra and Rubin. Yet, Nvidia’s stock declined 2% by the close of trading despite what was a reaffirmation of the Nvidia growth story. So what gives here with the world’s most important stock? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with EMJ Capital founder Eric Jackson. Jackson shares his latest thinking on Nvidia and whether the bull run is poised to return…and when.


Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.


Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.


Thoughts? Questions? Fan mail? Email us at [email protected].


Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Opening Bid UnfilteredBy Yahoo Finance

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

25 ratings


More shows like Opening Bid Unfiltered

View all
Investing Insights by Morningstar

Investing Insights

523 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

403 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,170 Listeners

Masters in Business by Bloomberg

Masters in Business

2,177 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

297 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,039 Listeners

Schwab Market Update Audio by Charles Schwab

Schwab Market Update Audio

346 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,298 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,566 Listeners

Barron's Live by Barron's Live

Barron's Live

209 Listeners

Investing Experts by Seeking Alpha

Investing Experts

67 Listeners

Bloomberg Daybreak: US Edition by Bloomberg

Bloomberg Daybreak: US Edition

81 Listeners

The Markets by Goldman Sachs

The Markets

78 Listeners

Stock Market Today With IBD by Investor's Business Daily

Stock Market Today With IBD

41 Listeners

Capitol Gains by Yahoo Finance

Capitol Gains

4 Listeners

Financial Freestyle with Ross Mac by Yahoo Finance

Financial Freestyle with Ross Mac

7 Listeners

Stocks in Translation by Yahoo Finance

Stocks in Translation

13 Listeners

Asking For A Trend by Yahoo Finance

Asking For A Trend

0 Listeners

Overtime: Market Domination by Yahoo Finance

Overtime: Market Domination

0 Listeners

Morning Brief by Yahoo Finance

Morning Brief

5 Listeners

Market Domination by Yahoo Finance

Market Domination

0 Listeners

Catalysts by Yahoo Finance

Catalysts

0 Listeners

Mind Your Money by Yahoo Finance

Mind Your Money

2 Listeners

Decoding Retirement by Yahoo Finance

Decoding Retirement

22 Listeners

Living Not So Fabulously by Yahoo Finance

Living Not So Fabulously

5 Listeners

Yahoo Finance Sports Report by Yahoo Finance

Yahoo Finance Sports Report

3 Listeners

Warrior Money by Yahoo Finance

Warrior Money

4 Listeners

Yahoo Finance, Davos: The World Economic Forum by Yahoo Finance

Yahoo Finance, Davos: The World Economic Forum

0 Listeners

Invest 2024 by Yahoo Finance

Invest 2024

0 Listeners

Yahoo Finance Awards 2024 by Yahoo Finance

Yahoo Finance Awards 2024

0 Listeners

Trader Talk by Yahoo Finance

Trader Talk

8 Listeners

Stock Movers by iHeartPodcasts

Stock Movers

23 Listeners