Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing. As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown? Get up to speed on one of the major stories in global markets this week. ***** 01:00 Introduction and Nvidia's Earnings Report 03:00 Decelerating Growth Rates for Nvidia 07:13 The importance of forward guidance  08:35 The Delayed Release of the Blackwell Chip 12:43 Nvidia's Share Buyback Program 14:13 Managing market expectations 18:32 Broader Context and Sector Rotation 21:02 What happens to US stocks next? Hosted on Acast. See acast.com/privacy for more information.