I'm Josh Lift in live from our NYC headquarters for the next half hour.Now there's a lot to keep track of.Here are some of the trends we're going be diving into the consumer showing some signs of cracking here.
The estimate is that in video alone added 2.4% points to earnings per share growth for the S and P 500. So there is this big ripple effect, but this chart illustrates that even NVIDIA alone accounts for a lot of the earnings growth that we are going to see in the S and P 500 this year.So if you look at the earnings per share growth that the company has seen over the past several years, here's a chart here going back five years of the company's earnings per share.
90% of financial analyst Dan who covered the video, tell me I should be buying the stock, the stock's gone up about 90% already this year. So my belief is that you really have a problem with digestion when Blackwell ships later this year and then the quarter after that is when you run into a problem and if you go back to Cisco and we haven't kind of gotten to that.
So those are the risks and you know, the big one is what we talked about with Cisco where I mentioned about Cisco just a minute ago, which is you're gonna go through these ferocious declines. So our lens is looking at a whole variety of different kinds of companies and absolutely trend right now is towards more bankruptcies.In Q one of 24 we had 43% more chapter 11 filings than we had in Q one of 23 and April uh in Q 2 April uh has been the highest incidence of chapter 11 filings in a year.
And uh that's because they are borrowing at floating rates and with floating rates from banks and, and a lot of private credit, they're paying a lot more for that debt than when they put it on. So the upstream meaning they are the supply buyers to them or they are the suppliers to the suppliers. We're seeing the financial health ratings of companies beginning to come down at a faster pace and when both of those are coming down, the companies are going to have a harder time refinancing.Moving on a record day for the S and P 500 the NASDAQ and N video just ahead of earnings.
So this is something I'm watching headed into tomorrow's NVIDIA Irving's report when you sort of think about, OK, NVIDIA, it's gonna talk a lot about A I demand demand for their A I chips, right?
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