logo
episode-header-image
Aug 2023
6m 41s

Nvidia remet une pièce dans la machine

Anthony Bondain
About this episode

Les résultats de Nvidia constituaient probablement les chiffres d'entreprise les plus attendus du mois d'août par les investisseurs. Le Californien a fait le job hier soir, en confirmant l'explosion de la demande liée à l'intelligence artificielle, synonyme de corne d'abondance pour ses produits… et ses bénéfices. Du pain béni pour des marchés boursiers en quête de locomotives après un début de mois d'août difficile. 

Up next
Yesterday
Lost in Taxation
La cacophonie douanière de l'administration américaine est telle qu'elle devient presque inaudible pour le marché. De toute façon, les investisseurs ont l'air de s'en préoccuper comme de leur premier slip. Ce qui compte, c'est une bonne saison des résultats avant d'aller bronzer ... Show More
7m 30s
Jul 10
Cuivre et Brésil, même tarif
L'hyperactivité douanière de Donald Trump n'empêche pas les marchés actions de poursuivre leur ascension. Les investisseurs font preuve d'un certain détachement vis-à-vis des événements. Après tout, tant qu'ils ne voient pas les signes de la sortie de route économique largement p ... Show More
8m 37s
Jul 9
Encore un T-Day !
Malgré les tentatives désespérées (et infructueuses) de l’auteur pour se désintoxiquer de Trump, l’actualité et les marchés l’y replongent chaque matin. De toute façon nous sommes le 9 juillet, date-butoir d'hypothétiques annonces multinationales sur les droits de douane qui frap ... Show More
7m 22s
Recommended Episodes
Aug 2023
Nvidia hits new yearly high on earnings optimism
Nvidia (NVDA) is riding high ahead of results. Is it party on or party over? (0:15) Dig into ever-rising bond yields. (3:11) Dick’s Sporting Goods (DKS) spooks the sector with guidance cut. (4:52) Episode transcripts seekingalpha.com/wsb Sign up for our daily newsletter here and ... Show More
6m 39s
Feb 2024
Nvidia revenue hits record
Stocks jump; Nvidia points to demand for AI software; existing home sales rise; initial unemployment claims fall. 
1m 5s
Feb 2024
Is the Market in a State of Euphoria, or Is it Delusional? 2/5/24
Stocks were broadly down today, but Nvidia gained another 5% and recent high flyers have been largely holding their own. But with risks from the Fed and mounting job cuts, are investors too euphoric about the outlook? Plus Eli Lilly jumped to a new record ahead of its earnings. W ... Show More
43m 18s
Jun 2023
Fed Decision Day, Wholesale Inflation Shrinks, AI Chips: AMD Battles $1T Nvidia 6/14/23
Carl Quintanilla, Jim Cramer and David Faber discussed what Wednesday's Fed Decision on rates could mean for the markets. Should policymakers pause -- or implement an eleventh-consecutive interest rate hike? Ahead of that decision, the Producer Price Index fell in May on a month- ... Show More
43m 42s
Jun 2023
What the Booming AI Industry Could Mean for the Bay Area
For most of its history, Santa Clara based company Nvidia has been known primarily as a designer of computer parts meant for video games. But in recent years, those parts have become a crucial part of artificial intelligence programs. Now, Nvidia dominates the market of graphics ... Show More
57m 48s
Aug 2022
The revenge of energy stocks
Nvidia shares dived 6.30% yesterday on news that the company missed its revenue projection by $1.4 billion due to slower demand for PCs and gaming. Nvidia pulled other US chipmakers into the negative along with it, and brought the question of whether the chip rally, which was tri ... Show More
10m 15s
Jun 2023
Getting to grips with Nvidia
Nvidia (NVDA) now trades at 40x price to sales vs. 2.4x for the S&P 500 (SPY). Fed chief Jerome Powell hints at rates higher for longer. Citi spies crowded short position stocks. Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to invest ... Show More
6m 10s
Jul 2023
Catalyst Watch: Heat waves and the economy
Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devi ... Show More
6m 17s
May 2024
What Could Threaten Nvidia’s Booming Business?
Business is booming for chip maker Nvidia. But the company, which has been at the center of the artificial-intelligence boom, faces new competition and a changing market. WSJ reporter Asa Fitch joins host Zoe Thomas to explain Nvidia’s headwinds and how it plans to keep growing. ... Show More
12m 39s