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AI Hardware vs. Software Valuation Divergence

Discussed in 1 analyzed podcast episode across 1 show

Discussed On

CNBC's "Fast Money"

Episodes

CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

NVIDIA Q4 Earnings and Q1 Guidance Data Center Revenue Growth and Margins Housing Market Weakness and Consumer Lockout Retail Investor Sentiment Shift Software Stock Sell-Off and Buyback Strategy