guide investors through the final trading hour of Tuesday, August 27, covering the biggest market trends and speaking to Wall Street experts.) is set to report its second quarter earnings results tomorrow. Moor Insights & Strategy Founder, CEO, and chief analyst Patrick Moorhead highlights whatWe're giving you the ultimate investor playbook to help tune out the noise and make the right move for your money.
I think they will, I think they will once again exceed earnings expectations, they'll exceed revenue expectations and they're going to announce substantial growth in their data center, business data centers, which of course their ce I refers to as A I factories. So by definition, and they're always going to be late to the party and the fed is trying to cure a problem that they didn't necessarily create.Yes, I'm old to remember that point in time when Arthur Burns actually started cutting interest rates prior to inflation, getting back to their 2% target.Paul Volcker stepped in, raised the fed funds target rate to 20%.But it also brought on a recession.I think that would have been the appropriate time to start the rate cutting campaign.
New report out from Hindenburg research, the short sellers, a three month investigation allegedly finding accounting red flags at Super Micro. Some people think that the company only makes GP U chips, they make GP U chips, they make networking chips, they make CP US, they make now full racks and then all of the software in there.I think the final thing is to get a little bit of clarity on this rumored Blackwell push out and even though worst case, it might be 12 weeks and, and customers can just buy other versions of, of Blackwell or the H SERIES, I think this is what I really want to get underneath Patrick.
You know, I think we saw a similar type of behavior when Elon Musk uh with Xa I uh he didn't go, he didn't opt for the the highest performance ones he got what he could get.That that would be a huge challenge because it's not just about delivering the previous chips you have to develop, you have to deliver and build the entire ecosystem that goes along with that.You remain at least right now bullish confident about NVIDIA for, you know, at least the next 12 months.
And even when it comes to the enterprise SASS, you know, whether it's the, the service now or the SAP or, or the Adobes, uh it will take the entire tech market with it up or down.Patrick who poses in your opinion, the greatest competitive challenge to Jensen Wong over there.Yeah, actually it, it's both I think first and foremost, it's a MD because you have GP US with AM DS GP US.You have Meta Microsoft, Google and Amazon all doing a highly efficient version.
NVIDIA does have a China version already, but a China version of its GP US that are tuned down with the latest architecture.Let's stick with the A I trade talk about Luman shares. And the recent announcements reflect not only our confidence but the confidence of others uh that are racing to secure bandwidth.She said of the world's internet traffic on their backbone but some interesting headlines and stock reaction today for sure, Sean moving on BMO Financial Group.
But when you take a look at the weakness here that we are seeing today in BMO, you're taking the losses of just about 6.5%. Yeah, I saw some analysts weighing in saying scheduling a December hearing delays, rescheduling and adds an element of uncertainty to the process and potential timing, obviously not a word investors react ever favorably to.So again, in terms of the fact that this is likely to be a catalyst for the industry going forward if they ever were to get some sort of resolution on it.We'll tell you when a market domination returns.
And so certainly if you were to just screen it on a, uh, a price to earnings multiple compared to other health care stocks, it would look very expensive.Let's run through those bullets too, Dave.So I I the last bullet point on Lily was its technical case was, was remaining favorable in this case hands if you had that chart up a moment ago, huge run up up 100 and 50% in four months.
Um So again, if they can kind of grow out of this and find their way forward as a, a pharmaceutical company, then that would be a risk. And, and Josh, when you take a look at some of the other notes, they talk about the fact that they're bullish on live events, they're bullish about gaming and the foray that we've seen from Netflix into sports and maybe what that offers in terms of future growth down the line.
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