HomeIndustriesTechnologyNVDA 'Catching Up to Stock Price,' Mega Caps Maintain CapEx Spend
00:00
00:00
06:32
NVDA 'Catching Up to Stock Price,' Mega Caps Maintain CapEx Spend

NVDA 'Catching Up to Stock Price,' Mega Caps Maintain CapEx Spend

The options market is pricing a 10% or greater move in either direction for Nvidia's (NVDA) earnings. Greg Halter says the earnings are "catching up to the stock price" when it comes to valuation. As for DeepSeek, Greg says it's still "full steam ahead" for chip demand as companies like GE Vernova (GEV) ink new A.I. data center deals. Spencer Hakimian urges investors to keep the bear thesis in mind. He believes "there could be trouble" for Nvidia and the tech center if there's any slump in demand.

Trading 360

26 Feb 2025

SHARE

ON AIR
4:00 pm
Fast Market
education
5:00 am
Your First Trade
REPLAY
education
5:30 am
Your First Trade
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Fast Market
REPLAY
8:00 am
Next Gen Investing
REPLAY
9:00 am
Market Overtime
REPLAY
education
9:30 am
Inside the Mind of a Trader
REPLAY
education
10:00 am
Inside the Mind of a Trader
REPLAY
education
10:30 am
Inside the Mind of a Trader
REPLAY
11:00 am
The Wrap
REPLAY
12:00 pm
Morning Movers
1:00 pm
Morning Trade Live
3:00 pm
Trading 360
ON AIR
4:00 pm
Fast Market
5:00 pm
Next Gen Investing
6:00 pm
The Watch List
7:00 pm
Market On Close
8:30 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Next Gen Investing
REPLAY
11:00 pm
The Wrap
REPLAY
12:00 am
Market Overtime
REPLAY
1:00 am
The Wrap
REPLAY
2:00 am
Market Overtime
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor