Brian Stewart Seeking Alpha's Director of News. Welcome back to another week.

Thanks. Great to be here. Invitya. Is that where we're starting? That's what everybody's talking about.

I feel like we haven't stopped talking about it this week on the podcast. And every analyst I know has something to say,

what are you looking at when it comes to Nvidia and what it means for the tech sector and the

market at large? Yeah, I think a mixed bag for Nvidia, just taking the report at face value, I think it's pretty

strong. They beat expectations, both earnings and revenue. They had a pretty solid outlook.

I think the issue such as it is is just how far the stock has come in such a short period of time.

I mean, it's been a couple of years, but still, if you look at the rate of growth for the stock over that period of time, it's pretty impressive. So

valuations are are high. And so the question becomes for investors whether or not it can

keep up the earnings growth to justify its current valuations. And really, I'm sure

you've seen this in the people you've talked to as well. There's really kind of a split decision on these earnings. There's some some signs of slowing growth. So for instance, the data center revenue, data center is the main AI hub within the company. Data center revenue up 5% quarter over quarter, up 56% year every year,

which obviously is, we'd be pretty high for almost any other company, but 56% is down from,

I think, around the 70% range for the previous quarter. So you're seeing a kind of steady

deceleration of that growth. So there's worry that in Vida's growth prospects are kind of capped. It relies on large U.S. corporations as its main buyers. And so once they've kind of, you know, eaten their fill in terms of AI infrastructure,

Nvidia might find trouble finding new places to grow,

especially with the situation in China is unclear

when the company will have an opportunity to see more growth there. And so with those

kind of red flags on the horizon, investors are kind of taking a wait and see approach.

And then broadly speaking, we have more news from some tech players. How would you feed that

into this conversation? Or what did you see out of the tech players outside of

Nvidia? Yeah, the spectrum of big name earnings reports in the past week have been pretty narrow.

So like you're saying, tech's been the main kind of headline generator so far. And there's a lot

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