$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 latest report.
- Another trade-related announcement that affects the semi ... Show More
Aug 13
Cisco & Cerebras Orders up, Stocks Down
Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will fac ... Show More
27m 27s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s