cover of episode Nvidia Results On Deck… And RFK’s Impact On The Health Care Space 11/15/24

Nvidia Results On Deck… And RFK’s Impact On The Health Care Space 11/15/24

2024/11/15
logo of podcast CNBC's "Fast Money"

CNBC's "Fast Money"

Chapters

Analysts are raising price targets for NVIDIA ahead of its earnings report, but the high expectations could be a double-edged sword. The discussion revolves around NVIDIA's potential to meet or exceed these high expectations and the implications for the stock.
  • Analysts have raised price targets for NVIDIA, with some as high as $200.
  • There is a tension between the promise of AI and the reality of demand peaking.
  • NVIDIA's stock has been underperforming compared to the semiconductor group overall.
  • The company has been clear about pushing back on production concerns.

Shownotes Transcript

AI darling Nvidia gearing up to report results next week, and expectations are through the roof. What Wall Street is expecting out of those numbers, and how you can trade the chip giant. Plus Biotech, pharma, and all things healthcare related taking a dip as President-elect Donald Trump appoints Robert F. Kennedy Jr. to lead the Department of Health and Human Services. And a look into some of his previous advisors could give some insight on what to expect when he takes the helm.

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