Episode
Nvidia SHOCKER: Why Wall Street Sold the Best AI Earnings Ever
- Podcast
- Biz Talk Today TV
- Published
- May 26, 2026
- Duration seconds
- 1760
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/FPMN1959900189.mp3
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Summary
đ¨ Did Wall Street just send investors a major warning signal? On this explosive episode of â The Money Pathâ , host Todd M. Schoenberger sits down with Erin Gibbs, Chief Equity Strategist at SlateStone Wealth, to break down why Nvidiaâs monster earnings report STILL wasnât enough to keep the AI rally alive â and what it could mean for markets going forward. đ Despite Nvidia posting 85% revenue growth, stronger-than-expected guidance, and an $80 billion buyback, investors sold the stock as concerns grow over valuation, rising bond yields, inflation pressures, and the sustainability of the AI trade. đĽ Key topics include: ⢠Why Nvidiaâs earnings may have marked a turning point for AI stocks ⢠âBuy the rumor, sell the newsâ becoming Wall Streetâs new reality ⢠Rising Treasury yields & why markets may be ignoring danger signs ⢠Kevin Warshâs Federal Reserve and the risk of future rate hikes ⢠Inflation concerns tied to oil prices and Middle East tensions ⢠Why Erin believes investors should focus on undervalued companies ⢠Small-cap and mid-cap growth opportunities outperforming MAG 7 names ⢠AI infrastructure, semiconductor plays & data center investment themes ⢠Generac, Credo Technology & hidden AI-related opportunities ⢠Luxury retail weakness and what it says about global consumers ⢠Why the equity risk premium falling below zero is a serious warning signal đ Erin also explains why âpriced for perfectionâ has become a major problem for mega-cap tech and why investors should be paying closer attention to valuation discipline heading into the second half of 2026. If you follow Nvidia, AI stocks, the Federal Reserve, inflation, oil prices, semiconductors, luxury retail, or the future direction of Wall Street â this is a must-watch interview. đ˛ Download the Biz Talk Today TVâŚ