Episode Details

Back to Episodes
Caleb Silver's NVDA GTC 2026 Takeaways, Mag 7 Conviction Trends

Caleb Silver's NVDA GTC 2026 Takeaways, Mag 7 Conviction Trends

Published 1 month, 2 weeks ago
Description

@investopedia's Caleb Silver offers a full picture perspective on the first day of Nvidia's (NVDA) GTC 2026. He sees CEO Jensen Huang's expectations of $1 trillion revenue guidance through 2027 and eye for space expansion as ambitious, but possible with long-term timelines. As for Nvidia's stalled price action, Caleb still points to substantial retail interest showing no slowdown for the stock. He also sees conviction in Palantir (PLTR), other Mag 7 stocks, and Bumble (BMBL), the last of which has outperformed the S&P 500.


======== 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 – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

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

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us