Wall Street vet Kenny Polcari, Chief Market Strategist for SlateStone Wealth, brings you expert advice and key market insights from the New York Stock Exchange.
On this episode of Trader Talk, Kenny joined Yahoo Finance to discuss Nvidia’s upcoming earnings and the pressures facing chipmakers.
Kenny pointed to strong AI-driven demand as a tailwind, but noted that tariffs and trade policy remain an overhang for the sector. His view: investors should watch both the earnings numbers and how geopolitical risks shape forward guidance.
Watch the full segment here: Nvidia earnings preview and the Trump chip tariff twist
This podcast is for informational and educational purposes only. The information presented should not be construed as investment advice. The opinions shared are solely those of the host, Kenny Polcari, Chief Market Strategist for SlateStone Wealth, and the guests on the Podcast and do not reflect the investment advice or views of SlateStone Wealth.
All information provided is subject to change without notice, and while we use what we believe to be reliable sources, even the best can miss a play, just like your favorite sports analyst. Kenny Polcari or SlateStone Wealth may own some of the securities discussed on this program. These discussions, including those involving guest speakers, are for informational purposes only and should not be considered recommendations. Listeners should consult their own financial, legal, or tax advisers to determine whether any strategies or investments discussed are suitable for their specific situation.
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