Ted Thatcher on Fed Pressure, NVDA Earnings & AI ROI Expectations

By Schwab Network

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You have to look under the hood of the jobs report to understand weakness concerns, says Ted Thatcher, who argues there were greater job losses shown than what the headline number suggests. He doesn't see those concerns on the earnings front, saying the beats across the board exceeded his already-strong expectations. He expects another strong beat from Nvidia (NVDA) but sees guidance facing a high bar. However, he believes investors focusing more on AI ROI is ultimately positive for markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watc