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Cerebras (CBRS) issues strong guidance and rallied following Friday’s opening bell. Diane King Hall breaks down the company’s balance sheet and why she sees the stock rallying while Cisco (CSCO) fell despite doubling revenue. Finally, Diane discusses an analyst upgrade for Palo Alto (PANW) on expec…
Kevin Green breaks down Nvidia’s (NVDA) pullback in Friday’s stock market action following the fallout surrounding CEO Jensen Huang’s resignation. Turning to the economy, KG says the latest inflation report stands apart from others because of its greater emphasis on consumer and food prices, which …
Is Jensen Huang leaving Nvidia (NVDA) the "ultimate black swan event?" Charles Schwab's Alexandra Semenova notes the stark selling action across tech but notes the S&P 500 (SPX) is barely off its all-time high. Opportunities elsewhere on Wall Street are what she sees keeping the index…
Ahmed Riesgo says recent market volatility has caused significant technical damage even as fundamentals remain strong. He discusses Nvidia (NVDA), Anthropic and the outlook for the AI trade. He argues the market may be pricing in too many Fed hikes, and sees opportunities in long-duration Treasurie…
Russell Hackmann points to negative earnings from Intel (INTC), mixed earnings from Amazon (AMZN), and neocloud funding concerns as "holes" forming in the AI bull case. He gauges the state of the AI trade following the departure of Nvidia (NVDA) CEO Jensen Huang from the company. Russell …
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Schwab Network:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.