Nvidia Earnings On Tap, Meme Stock Mania & DEI Demands

Written By Timmy Adami

February 26, 2025

Dan Nathan and Guy Adami discuss NVIDIA's anticipated earnings report, including potential market reactions and investor expectations. They also explore broader market movements, examining why yields have fallen and speculating on the influence of recession fears. The hosts touch on diversity, equity, and inclusion (DEI) policies in major U.S. companies, highlighting Bank of America's pullback and Apple's commitment amidst external pressures. The show ends with a discussion on major meme stocks like Tesla and AppLovin, detailing recent stock movements and short reports predicting their future performance.

Articles Referenced

Anthropic’s latest flagship AI might not have been incredibly costly to train (TechCrunch)

Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information)

Timecodes

0:00 - Intro

1:50 - Nvidia Earnings

10:34 - Yield Picture

13:43 - DEI Demands

17:55 - Meme Stock Mania

Timmy Adami
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