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Nvidia could be 'ultimate winner of the AI race': Strategist

As Nvidia (NVDA) prepares to report its first-quarter earnings for the fiscal 2025 year, Hennion & Walsh CIO Kevin Mahn joins Market Domination to discuss expectations for the chip maker and how they may affect the market (^DJI,^GSPC, ^IXIC). The chip company is expected to report earnings per share of about $5.22, which will be a 406% year-over-year increase. Mahn says he expects Nvidia to announce more data centers, a critical component of the AI ecosystem. He adds that there's a unique opportunity in energy companies, as data centers alone are estimated to consume about 10% of the country's electricity by 2030. Mahn says that Nvidia "could be the ultimate winner of the AI race," as it promises 25 times less cost and less electricity use in its new Blackwell chips. "Nvidia is trying to go beyond just chips and offer the whole packaged AI solution, plus getting more CapEx spending in data centers. They're not stopping here and they're only going to continue to grow," he adds. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl

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Food inflation's tight grip on Americans' grocery budgets

As inflation persistently squeezes consumer wallets, its impact on food security for American households is becoming increasingly apparent. Alarmingly, a study by the Urban Institute reveals that nearly one in five adults have resorted to dipping into savings intended for other purposes to cover their grocery bills. Yahoo Finance's Brad Smith discusses the far-reaching implications of inflationary pressures within the food industry. For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Angel Smith

Consumers are dealing with 'a sentiment issue': Amer Sports CFO

Shares of Amer Sports (AS), the parent company of brands like Wilson and Salomon, are trading lower on Tuesday despite beating revenue estimates in its first quarter results. The company delivered weaker-than-expected guidance, weighing on the stock. Amer Sports CFO Andrew Page joins the Morning Brief to discuss the results and provide insight into the company's performance and outlook. Page acknowledges that while the consumer is getting "more healthy," there is an ongoing "sentiment issue," prompting the company's cautious guidance. Despite the sentiment challenges, Page emphasizes that the first quarter solidified the fact that "their demand continues to be high." Page also highlights a notable pattern across industries: consumers are beginning to "migrate toward premium" offerings. He notes that Amer Sports' products align well with this trend, sustaining demand. Pertaining to Amer Sports in particular, Page states, "Consumers continue to still take care of their health and take care of their ability to exercise, their ability to feel good, and our products play in that space very well." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Angel Smith