Analyzing NVDA "Odd" Trading Action Amid AI CapEx Surge, Energy Headwinds

It's time now for our 360 round. We'll be discussing Nvidia today. Company trading lower this morning despite posting record fourth quarter revenue.They beat expectations on the top and bottom lines. Posted strong guidance, but still seeing a move of more than 4% to the downside right now. Joining us now to take a closer look, Olivia Blanchard, the research director at Futurum and Keith Gangal, the senior portfolio manager at Gradient Investments.Great to have you both with us. Olivier, let's start with you ...