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Mercer: NVDA Earnings Show It's Time to Look "Beyond Data Centers"
Manage episode 502803386 series 3645668
Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies like AMD Inc. (AMD) and TSMC (TSM) as other companies investors should watch as potential new leaders in the A.I. space. He also talks about the evolving tech that can shape the landscape, like autonomous vehicles and robotics.
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7024 episodes
Manage episode 502803386 series 3645668
Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies like AMD Inc. (AMD) and TSMC (TSM) as other companies investors should watch as potential new leaders in the A.I. space. He also talks about the evolving tech that can shape the landscape, like autonomous vehicles and robotics.
======== 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
7024 episodes
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