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What finance podcasts are saying aboutNVIDIA CorporationNVDANASDAQ

According to Zortix's podcast index, NVIDIA Corporation (NVDA) was discussed on 31 finance podcasts across 108 episodes in the 30 days to 27 Aug 2026, generating 148 attributed ideas — most coverage from CNBC Fast Money, The Options Insider Radio Network and The Twenty Minute VC.

Mentions · 7d
55
Mentions · 30d
148
Mentions · 90d
389
Episodes · 30d
108
Shows · 30d
31
Vs prior week
+31
Discussion depth
Substantive discussion
As of 27 Aug 2026
Ask Zortix about NVDA

Key facts

Exchange
NASDAQ
Sector
Semiconductors · Artificial intelligence
Industry
Semiconductors & Related Devices
Headquarters
Santa Clara, CA
Incorporated in
Delaware
Fiscal year ends
31 January

Listing and registration facts from public registries · SEC EDGAR filings for NVDA. Not a rating, forecast or recommendation.

Stance mix · podcast discussion

49 BULLISH · 44 BALANCED · 49 BEARISH

Counts of attributed podcast discussion · not a rating, forecast, or recommendation

Top shows by coverage · 30 days

ShowIdeasEpisodes
CNBC Fast Money2715
The Options Insider Radio Network2220
The Twenty Minute VC156
WSJ What's News1210
Bloomberg Surveillance127

Latest ideas · headlines, attributed

27 AUGTODAYBLOOMBERG SURVEILLANCE · BLOOMBERG SURVEILLANCE TV
Substantive discussionOpen in Zortix →Thesis and listen link in the app
27 AUGTODAYWSJ WHAT'S NEWS
In depthOpen in Zortix →Thesis and listen link in the app
27 AUGTODAYWSJ WHAT'S NEWS
Substantive discussionOpen in Zortix →Thesis and listen link in the app

Then & now on NVDA

What they said then, and what they are saying now.
Broad index funds for wealth vs gamblingRevived after 59 quiet weeks.
Then7 JUL · THE REAL ESTATE GUYS RADIO SHOW · 10:00The guest argued the US stock market is entering a prolonged period of dramatic underperformance relative to foreign markets, driven by a falling dollar and extreme valuations.Now26 AUG · MASTERS IN BUSINESS · 03:45The guest argued that dividend growth investing is a philosophy of ownership in underlying businesses that create value, distinct from speculation on price movements or market psychology.
US Treasury yields headed to 10%Revived after 45 quiet weeks.
Then15 OCT · THE BUSINESS BREW · 03:00The guest argued the life sciences and biotech sector is in the early innings of a recovery, with valuations still cheap and fundamentals improving, but lacking the frothy AI-driven momentum seen in other sectors.Now26 AUG · MONETARY MATTERS WITH JACK FARLEY · 23:00The guest argued that corporate bond issuance from hyperscalers for AI build-out is not a meaningful driver of Treasury yields.
AI boosts productivity without net job lossesRevived after 59 quiet weeks.
Then8 JUL · THE KNOWLEDGE PROJECT · 05:00The guest argued that AI is fundamentally game-changing for Shopify because it levels the playing field for small businesses, giving them the capabilities of large teams and enabling faster growth.Now26 AUG · ANIMAL SPIRITS · 04:15The discussion cited research suggesting that using AI to complete homework faster leads to worse exam scores, framing it as a cautionary tale about over-reliance on shortcuts.
Integrated risk: correlation, single-stock vol, and cheap insuranceRevived after 53 quiet weeks.
Then19 AUG · THE ALPHA EXCHANGE · 20:00The speaker advocated for buying 2-3 month 95/80 put spreads on the S&P 500 as a reasonably priced, liquid form of portfolio insurance given the current risk backdrop.Now24 AUG · THE COMPOUND AND FRIENDS · 16:30The speaker argued that extremely low sector and stock correlations within the S&P 500 reflect a market-wide implicit assumption of a recession-proof U.S. economy for the next five years, allowing investors to pick specific sectors.
Market broadening from tech concentrationRevived after 31 quiet weeks.
Then16 JAN · FORWARD GUIDANCE · 07:15The discussion framed a market rotation out of mega-cap tech and into cyclical and consumer sectors as a 'changing of the guard' driven by relative growth prospects and political pressure.Now21 AUG · BLOOMBERG SURVEILLANCE · 07:00The case was made that improving market breadth, with over 70% of S&P 500 stocks above their 200-day moving average, indicates a healthy rotational market rather than a top-heavy bubble.

Definitions

Mention
One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
Attributed idea
A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
Discussion depth
How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
Stance mix
Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.
MENTIONS, DEPTH, STANCE MIX & COVERAGE REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION