Caroline Hyde

Zoom, though, off by 2%.

Again, AI potentially an area of attack, but how they continue to see growth, we'll see.

We're off by 2%.

Paramount, it's not all about M&A.

It's also about actual real growth that we're seeing in the business and how they can afford to make

15 big movies a year.

We'll see whether that slate can be financed.

But what do we think about in terms of Nvidia, Ed?

Because we are rallying into the numbers.

I think the bar is high and we are rallying into the numbers.

Let's get a preview of Bloomberg's Ian King on NVIDIA.

You've covered this company for a really long time.

It does not typically miss earnings expectations, but it's probably the best lever of AI sentiment you can have.

What do you look for in a moment where beat or miss isn't really what it's about?

It's what Mr. Huang says on an earnings call that projects

A lot of optimism.

Analysts are really optimistic about the stock.

There's still only one sell rating, remains the same as always, Seaport.

78 buys and they do expect shares to rally some 263.

What do you think gets us there, Ian, in terms of a catalyst?