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cover of episode Nvidia and Salesforce Earnings, Fed Minutes Loom

Nvidia and Salesforce Earnings, Fed Minutes Loom

2025/5/28
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Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
People
C
Cooper Howard
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K
Keith Lansford
L
Lizanne Saunders
N
Nathan Peterson
Topics
Keith Lansford: 我认为英伟达的财报是市场关注的焦点，同时美联储的会议纪要和关键的经济数据也会对市场产生影响。市场普遍预期英伟达的业绩会持续增长，但增速可能会放缓。投资者应该关注英伟达的业绩指引，因为该公司通常会超出市场预期。此外，美联储的会议纪要可能会揭示其对未来货币政策的看法，特别是关于利率的走向。消费者信心指数的上升和耐用品订单的下降也反映了当前经济形势的复杂性。 Nathan Peterson: 我认为英伟达的关键在于人工智能芯片的需求以及是否存在来自定制芯片的竞争。投资者普遍预期英伟达会超出预期并提高业绩指引，同时保持较高的毛利率。因此，前瞻性的收入和毛利率指引将是评估需求和定价的重要指标。 Cooper Howard: 我认为美联储可能会在今年晚些时候降息，但这将很大程度上取决于劳动力市场的发展。目前的市场预期显示，6月份降息的可能性很小，7月份降息的可能性也只有25%。

Deep Dive

Chapters
This chapter analyzes Nvidia's upcoming earnings report, focusing on the expected revenue and earnings growth, guidance, and potential market reactions. The importance of AI chip demand and competitive threats are also discussed.
  • Analysts expect Nvidia's revenue and earnings growth to slow from the previous quarter.
  • Close attention will be paid to Nvidia's guidance, given its history of exceeding market estimates.
  • Key factors include the overall pulse on AI chip demand and the presence of competitive threats.
  • The options market projects an approximately 7% move for Nvidia shares after its report.

Shownotes Transcript

After yesterday's firm rally, investors await an avalanche of news this afternoon including Fed minutes before the close, followed by Nvidia and Salesforce results afterward.

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