Name: Blackwell Now NVDA's Story, SNOW Shows Software Isn't Dead
Uploaded: 2025-08-28T14:11:19.624-05:00
Duration: 8 min 6 s
Description: Jenny Horne goes off Nvidia's (NVDA) gargantuan earnings report that showed a miss on data center revenue but highlighted other bright spots, including Blackwell. She lays out Nvidia's path ahead as shares rebound from Wednesday's post-earnings sell-off. Jenny turns to the software front on Snowflake's (SNOW) earnings, which opened the door to a strong stock rally.

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Jenny Horne goes off Nvidia's (NVDA) gargantuan earnings report that showed a miss on data center revenue but highlighted other bright spots, including Blackwell. She lays out Nvidia's path ahead as shares rebound from Wednesday's post-earnings sell-off. Jenny turns to the software front on Snowflake's (SNOW) earnings, which opened the door to a strong stock rally.

Blackwell Now NVDA's Story, SNOW Shows Software Isn't Dead

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