Editorial companion

What stands out

Wall Street is penciling in nearly double revenue for Nvidia (NVDA) next week, which turns a quarterly print into a macro headline. Schwab’s guests push two useful pivots: Adam Coons says to watch the chip manufacturers designing Nvidia’s new silicon as demand ramps, while Joseph DeYonker calls NVDA "remarkably cheap" but warns a sell-off on the reaction is likely and could be a buying opportunity. The clip matters because it forces a simple but overlooked question: how much of the artificial intelligence (AI) wind at Nvidia’s back is company-specific versus a supply-chain and capital-cycle story investors can access through other names.