Why Nvidia GTC really isn’t so bearish

Why Nvidia GTC really isn’t so bearish

Nvidia had a little bit of everything for investors at its annual GTC event on Tuesday afternoon. For one, there was great theater such as CEO Jensen Huang donning his trademark black leather jacket while giving out t-shirts from a t-shirt blaster. There were also a lot of large numbers tossed around, especially a prediction of the AI infrastructure buildout reaching $1 trillion by 2028. The company even took the wraps off a host of more powerful chips to hit the market in the next few years in Blackwell Ultra and Rubin. Yet, Nvidia’s stock declined 2% by the close of trading despite what was a reaffirmation of the Nvidia growth story. So what gives here with the world’s most important stock? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with EMJ Capital founder Eric Jackson. Jackson shares his latest thinking on Nvidia and whether the bull run is poised to return…and when. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(248)

Ulta and Tapestry CEOs on strategy, retail and gen-z shift

Ulta and Tapestry CEOs on strategy, retail and gen-z shift

Kecia Steelman’s rise to CEO of Ulta Beauty in January 2025 is a quintessential "climb to the top" story, rooted in resilience and operational expertise. Since taking the CEO helm, Steelman has launch...

6 Apr 59min

Why Insomnia Cookies keeps winning late night

Why Insomnia Cookies keeps winning late night

The business of cookies has never been more competitive, as specialty shops battle with supermarket staples and low-sugar options. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening B...

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How Black-ish Creator and REVOLT are building a creator empire

How Black-ish Creator and REVOLT are building a creator empire

Shaking up the content game. Kenya Barris and Detavio Samuels have recently partnered to launch REVOLT Labs. Barris, the creator of black-ish, is serving as vice chair of the new joint venture, workin...

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Mercedes-Benz CEO talks EV Strategy, future cars

Ola Källenius is a Swedish business executive who has served as CEO of Mercedes-Benz since 2019, becoming the first non-German to lead the legendary luxury automaker. Kallenius joined Opening Bid Unfi...

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The secret behind F1’s massive boom

The secret behind F1’s massive boom

A legend in the world of autosport, from an executive standpoint. That’s where we find Formula 1 CEO Stefano Domenicali. After rising through the financial and sporting ranks at Ferrari, he served as ...

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The secret behind F1’s massive boom

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A legend in the world of autosport, from an executive standpoint. That’s where we find Formula 1 CEO Stefano Domenicali. After rising through the financial and sporting ranks at Ferrari, he served as ...

23 Mar 25min

NASCAR Star's secrets to winning off the track

NASCAR Star's secrets to winning off the track

Taking his racing skillset to the local Ford dealer. NASCAR star Joey Logano recently made headlines for purchasing an ownership stake in Huntersville Ford in North Carolina. It’s Logano’s home dealer...

21 Mar 27min

HP board member on AI risks and opportunities

HP board member on AI risks and opportunities

Going inside the world of AI. Songyee Yoon is a South Korean business leader, venture capitalist, and technology strategist known for her work at the intersection of artificial intelligence, gaming, a...

19 Mar 27min

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