Wall Street Breakfast
Wall Street Roundup: valuation concerns and uncharted waters
11 min•29 augusti 2025
Om avsnittet
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).
Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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