Earnings season: Nvidia will have to address DeepSeek worries
This week is jam-packed with the latest earnings releases, including Home Depot (HD) on Tuesday and Nvidia (NVDA) and Lowe's (LOW) reporting this Wednesday. Slatestone Wealth chief market strategist and host of Yahoo Finance's Trader Talk, Kenny Polcari, joins the Market Domination team in how the stock market (^DJI, ^IXIC, ^GSPC) is bracing for these results. If Nvidia's fourth quarter numbers come out "fine," Polcari believes "then the market rallies... Now here's the problem with Nvidia: You know they're going to come out with a good number, and someone's going to find something that they didn't like and they missed by a tiny bit." In his conversation with hosts Julie Hyman and Josh Lipton, Polcari ultimately believes Nvidia may run into issues if CEO Jensen Huang doesn't address the competition presented by China's DeepSeek AI model. See more of Kenny Polcari as the host of Yahoo Finance's newest podcast, Trader Talk with Kenny Polcari. Catch the latest episode where Polcari sits down with Great Hill Capital founder, chairman, and managing member Thomas Hayes. Catch Bahnsen Group CIO David Bahnsen explain his bear case on Nvidia to Yahoo Finance. Also, follow along as Yahoo Finance asks what average investors on the streets of New York City have to say about Nvidia ahead of its fourth quarter results due out February 26. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.
