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Podcast: The Real Investment Show (Full Show)
Episode: 8-28-25 Nvidia Falls Short
Description: Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia’s earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment."
* Nvidia’s Q2 2025 earnings breakdown
* Why data center revenue is the market’s key focus
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