Nvidia Earnings On Tap, Meme Stock Mania & DEI Demands

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 February 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss NVIDIA's anticipated earnings report, including potential market reactions and investor expectations. They also explore broader market movements, examining why yields have fallen and speculating on the influence of recession fears. The hosts touch on diversity, equity, and inclusion (DEI) policies in major U.S. companies, highlighting Bank of America's pullback and Apple's commitment amidst external pressures. The show ends with a discussion on major meme stocks like Tesla and AppLovin, detailing recent stock movements and short reports predicting their future performance. Articles Referenced Anthropic’s latest flagship AI might not have been incredibly costly to train (TechCrunch) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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1:01.8	Welcome to the Risk Reversal podcast. I'm Dan Nathan. joined by Guy Adami Guy. How are you?
1:07.8	I'm so well. It smells like spring, although we both know, and the entire audience knows that spring is not as close as we want.
1:16.4	I think what guy's saying to you is that it is a balmy 55 degrees here in New York City.
1:21.6	It is also sunny out.
1:23.1	I did see this on the internet, so it must be true guy that as of i don't know a couple weeks from now
1:28.4	in mid-march the sun is going to start setting after 7 p.m it's going to do that i don't know maybe all
	...

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