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Nvidia earnings may come down to guidance and Jensen Huang's confidence
Yahoo Finance Video31d agoneutralVIDEO
Nvidia earnings may come down to guidance and Jensen Huang's confidence

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

Analysis-US corporate AI debt surge tests investor limits as fatigue emerges
Reuters34d agobullish
Analysis-US corporate AI debt surge tests investor limits as fatigue emerges

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, ‌they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started ‌to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.