Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings
View original at finance.yahoo.comStock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings US stocks recovered from steeper losses on Thursday but still broadly fell as Nvidia's (NVDA) stellar earnings failed to wow investors and left Wall Street juggling growing worries over AI's potential for payoff and disruption…
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AI narrative shifted from 'AI eats software companies' to 'AI partners with software companies'
80% confidenceSalesforce organic constant currency growth was about 9.0% in FY25, 7.2% in FY26, and guidance implies 6.8% in FY27, showing a slippery slope requiring investment in innovation
80% confidenceNot sure what else investors want to hear at this point, we like what we heard
80% confidenceBy most measures, Nvidia delivered a solid set of results, but stock response suggests investors were left wanting more
80% confidenceCustomers need compute capacity, and that translates directly to growth and revenues, so their cash flows are growing
80% confidenceNvidia loves CPUs as well as GPUs
80% confidenceAn inflection point in C3.ai sales is well out in the distance
80% confidenceNvidia's CPU offerings for data centers will outcompete rivals
80% confidenceLabor market is more defined by its inactivity than its vigor, unusual to see this kind of caution from employers
80% confidenceNvidia is now the largest networking company in the world
80% confidence