Nvidia SHOCKER: Why Wall Street Sold the Best AI Earnings Ever

🚨 Did Wall Street just send investors a major warning signal? On this explosive episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Erin Gibbs, Chief Equity Strategist at SlateStone Wealth, to break down why Nvidia’s monster earnings report STILL wasn’t enough to keep the AI rally alive — and what it could mean for markets going forward. 📉 Despite Nvidia posting 85% revenue growth, stronger-than-expected guidance, and an $80 billion buyback, investors sold the stock as concerns grow over valuation, rising bond yields, inflation pressures, and the sustainability of the AI trade. 💥 Key topics include: • Why Nvidia’s earnings may have marked a turning point for AI stocks • “Buy the rumor, sell the news” becoming Wall Street’s new reality • Rising Treasury yields & why markets may be ignoring danger signs • Kevin Warsh’s Federal Reserve and the risk of future rate hikes • Inflation concerns tied to oil prices and Middle East tensions • Why Erin believes investors should focus on undervalued companies • Small-cap and mid-cap growth opportunities outperforming MAG 7 names • AI infrastructure, semiconductor plays & data center investment themes • Generac, Credo Technology & hidden AI-related opportunities • Luxury retail weakness and what it says about global consumers • Why the equity risk premium falling below zero is a serious warning signal 📈 Erin also explains why “priced for perfection” has become a major problem for mega-cap tech and why investors should be paying closer attention to valuation discipline heading into the second half of 2026. If you follow Nvidia, AI stocks, the Federal Reserve, inflation, oil prices, semiconductors, luxury retail, or the future direction of Wall Street — this is a must-watch interview. 📲 Download the Biz Talk Today TV app on Apple & Android devices. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed on 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 their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. #TheMoneyPath #ErinGibbs #Nvidia #AIStocks #FederalReserve #StockMarket #Inflation #InterestRates #WallStreet #Semiconductors #Markets #Investing #ToddSchoenberger #Generac #LuxuryRetail #Bonds #OilPrices #SlateStoneWealth #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices