AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves

Nvidia just delivered 73% revenue growth and record data center sales — yet the stock fell 5%. What gives? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, to break down what Nvidia’s earnings really signal for AI demand, tech leadership, and broader market risk. They discuss: ✔️ Whether AI demand is peaking — or just getting started ✔️ Why Big Tech plans to boost AI CapEx by 70% in 2026 ✔️ The growing divide between AI winners and vulnerable software stocks ✔️ Private credit fears, Blue Owl redemptions, and late-cycle risks ✔️ Lessons from SVB, First Republic, and Blackstone’s BREIT Is this a healthy market recalibration — or the start of something bigger? If you invest in tech, AI, software, or alternative assets, this is a must-watch conversation. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #Nvidia #AIInvesting #ArtificialIntelligence #StockMarket #TechStocks #PrivateCredit #BlueOwl #Blackstone #SoftwareStocks #Semiconductors #MarketRisk #AlternativeInvestments #WealthManagement #InvestingInsights Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.