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Otto: China Challenge to NVDA, Blackwell & Mega Caps Offer Strength

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Manage episode 485658126 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run.

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4978 episodes

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Manage episode 485658126 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

4978 episodes

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