Nvidia just dropped solid earnings. Yet the stock tanked anyway. What gives?

Dan Ives dives into the numbers behind the quarter's performance. Strong revenue. Beating expectations. But Wall Street wasn't impressed. The sell-off tells a different story than the fundamentals suggest.

Here's the thing most analysts are missing: the AI boom isn't slowing down—it's shifting gears. We're entering a new phase. One where infrastructure demand transforms into real-world deployment. The market's reacting to short-term noise while the long game remains incredibly bullish.

Ives breaks down exactly why the Street got this one wrong. And what the next wave of AI growth actually looks like.