Nvidia (NVDA) issued its first quarter results on Wednesday afternoon, beating Wall Street expectations and announcing a 10-for-1 stock split. KeyBanc...
. KeyBanc Capital Markets Equity Research Analyst John Vinh joins Morning Brief to explain how Nvidia "met the bar" and what it will take for the chip giant to build on its success.
And then as we transition in 2025 NVIDIA announced that their GTC conference, this GB 200 platform and that's going to really kind of change the game here. But the one thing I would say is that uh there is a little bit of sensitivity around kind of their China business. You know, we think that they can do close to $50 in earnings and you know, that sort of earnings power, you know, NVIDIA is trading uh very attractively relative to its broader peers, right?
Wall Street Expectations John Vinh
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