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Hannah Miller

๐Ÿ‘ค Speaker
17 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Yeah, the subscriber growth is there.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And, you know, Warner Brothers has made a point that they want to build up that subscriber count.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

They're shooting for 150 million people for their streaming services by the end of this year.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And, you know, we have seen these gains.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

But again, they're overshadowed by the fact that revenue earnings have declined compared to last year.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Yeah, so all these earnings results, they've been overshadowed by this bidding war.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And we saw on both earnings calls that the CEOs were like, we don't really want to comment on this.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Things are still underway.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

What's happening right now is the Warner Brothers board has to determine whether or not the Paramount's most recent offer could be considered superior to their current agreement with Netflix.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

If they do make that declaration, Netflix has four days to respond with either a sweetened offer or just bowing out.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

NVIDIA continues to surprise and delight the market.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

NVIDIA hit it out of the park yet again.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

We saw, you know, phenomenal results.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

It was a solid set of earnings.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And more importantly, they had a very confident outlook for how they were going to sell more AI chips and data center product going forward.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And I think we were all looking forward to seeing, is that going to be a thing?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

As the marketplace tug of war over is the AI economy booming or are there concerns around the AI economy, and Nvidia continues to beat regardless of what this debate is concluding, the stock just keeps getting cheaper and cheaper to the point where it's becoming an obvious buy.