Nvidia's big buildup, then a shrug

The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)Episode transcripts seekingalpha.com/wsb ... Show More

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode ... Show More

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode tran ... Show More

<p>Shares of Nvidia on the move after reporting its latest results. How the Fast Money traders are handling the semi giant, and the impact it has on the broader market. Plus Madrigal Pharma surging on the back of results. The latest drug data pushing that name higher, and what th ... Show More

<p>The market’s reaction to Nvidia’s highly anticipated results last night indicates just how high expectations were. The company’s results exceeded analysts’ expectations and it delivered a strong forecast for the current quarter, but the revenue forecast just wasn’t enough for ... Show More

On this episode of Stock Movers:- Nvidia (NVDA) shares are lower this morning after it gave a revenue forecast of roughly $54 billion for the fiscal third quarter, in line with the average Wall Street estimate but lower than some analysts' projections. The company's leadership re ... Show More

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump’s trade saga. - A rose and a thorn from Nvidia’s ... Show More

<p>Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why.  And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with ... Show More

<p>Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns ove ... Show More

On this episode of Stock Movers:- Nvidia (NVDA) shares are lower this morning after it gave a revenue forecast of roughly $54 billion for the fiscal third quarter, in line with the average Wall Street estimate but lower than some analysts' projections. The company's leadership re ... Show More

Bloomberg's Caroline Hyde breaks down Wall Street's expectations of Nvidia's earnings due tomorrow. Plus, some Apple loyalists are making a U-turn on the Vision Pro and returning the device to get their money back, and Bitcoin climbs for four straight weeks. See omnystudio.com/li ... Show More

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More