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Podcast: Making Markets
Episode: Making Markets EP17: Zoom, NVIDIA, Dell, All Goes Well, Even When the Market Disagrees
Description: On this episode of the Making Markets Podcast, host Daniel Newman covers a number of the big earnings over the past two weeks ahead of Thanksgiving including Zoom, NVIDIA, and Dell Technologies. While Dell and NVIDIA enjoyed absolute massive results and the stock price surged, Zoom saw its shares sell off hard following better than expected results. Overall, this earnings season has proven strength resides across tech as semiconductors, SaaS, and infrastructure all outperformed.