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The Week When Everything Hangs on One Earnings Call

The Week When Everything Hangs on One Earnings Call

Episode 756 Published 8 months, 1 week ago
Description

Tonight, after the closing bell, Nvidia reports earnings, an event that now functions less like a quarterly update and more like a public stress test for the entire AI trade. Stock futures were modestly up ahead of the open, in anticipation. Because the tech giant has become a proxy for a whole story the market has been telling itself: that the AI boom is real, durable, and worth paying almost any price for.

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