David Uberti
speaker
34 appearances
2 recordings
1 series
first heard Aug 2026
last heard 26 Aug
David Uberti’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
WSJ What’s News · Will a U.S. Nuclear Deal Push Saudi Arabia to Recognize Israel? · 26 Aug 2026
podcast
To report earnings.
If NVIDIA were to report a disappointing quarter that could have a cascading effect, not just insofar as the stock market could stop going higher, but also it could ripple through down to consumer spending and have a larger impact for the US and global economy.
Carolina is truly Trump country.
closing bell.
Well, this isn't just a tech story at this point, it's increasingly a financial story.
That's journal reporter David Uberti,
Sky high expectations.
The current projection is annual earnings growth of 95% this quarter.
So all they have to do in order to beat expectations is post $51.5 billion worth of net income, which for any other company in the stock market would just be insane to think about.
But the funny thing about NVIDIA is that traders typically sell off NVIDIA even after it beats earnings expectations.
So in at least the last four quarters, NVIDIA stock has fallen after it reports these sort of blockbuster profits.
So it's not just that NVIDIA has to beat expectations.
It also kind of has to beat the whisper number.
At the same time, mounting
I think there will be a lot of questions about this growing web of financial schemes NVIDIA has sort of thrown into the marketplace.
There are a lot of unanswered questions from both NVIDIA itself as well as some of these Wall Street firms that it's partnering with.
Who is actually going to get its money?
How much will NVIDIA be on the hook for if some of those loans turn out to be bad?
And the sort of underlying question there is if NVIDIA
Nvidia has to invest in order to create demand.
Showing 1–20 of 34 · page 1 of 2
Next →