Brian Stewart, our director of news at Seeking Alpha, welcome back to Wall Street Breakfast.

Great to have you as always.

Great to be back.

Talk to us about where we sit, what you're most focused on, what you think the market is most focused on.

We're professionally bound to talk about Nvidia at the start.

The earnings just came out.

The stock is down about 4% after earnings.

The earnings themselves were very solid, beating expectations, stronger than expected guidance.

But the stock is still down a bit.

To be fair, the stock was up a bit beforehand. It was up about 4% the day before its earnings

report. So this is kind of just giving back that free earnings enthusiasm. I think the general

feeling is steady as she goes. Invidia is about 20, 25% off of its highs.

So the ideas were not in bubble territory yet for the AI,

but there is sort of signs of slowing growth.

The Nvidia data center revenues, that's the area that's very AI focused.

That was showed 93% growth this last

quarter, which obviously is very strong, but it's down from 112% growth in the previous

quarter. And that number was in the 400% range a year ago. So you're seeing kind of the peak

of AI growth passed for NVIDIA.

And so the question is sort of where is that growth number going to settle in?

The only I note in terms of just general stock performance is that chips are down generally.

And this is over, this isn't even just in response to NVIDIA earnings.

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