# NVIDIA Earnings Blow Everyone Away

Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/nvidia-earnings-blow-everyone-away
Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/nvidia-earnings-blow-everyone-away.md
Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621)
Published: 2026-08-27T20:30:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML3607985917.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML3607985917.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/nvidia-earnings-blow-everyone-away
Duration seconds: 1688

## Resource

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA’s earnings and guidance update - The winners and losers from NVIDIA’s earnings - Crowdstrike’s earnings - Is Crowdstrike’s stock a buy? - Mailbag: Is local AI a hyperscaler problem? Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX, Host: Tyler Crowe Guests: Jon Quast, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/nvidia-earnings-blow-everyone-away/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/nvidia-earnings-blow-everyone-away.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.