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Nvidia shares set for $280 billion price swing after earnings, options show
Nvidia's fiscal Q2 earnings report is expected to drive significant market volatility, with analysts projecting $92 billion in revenue and nearly doubling EPS amid AI demand scrutiny.
- On Wednesday, August 26, 2026, Nvidia reports fiscal second-quarter results after the bell, with options traders pricing in a roughly $280 billion swing in market value—exceeding the chipmaker's most recent quarterly revenue.
- Scrutiny intensified after Nvidia this month arranged more than $500 billion in infrastructure financing with six major financial institutions, prompting critics to warn such "circular financing" deals with customers like OpenAI could artificially inflate demand.
- Morgan Stanley analysts estimate Nvidia's next-generation Rubin chips could contribute nearly $9 billion in sales in the third quarter ending October, though the company faces intensifying competition from custom AI chips developed by major technology companies.
- Nvidia shares recently posted a seventh consecutive trading day decline, the longest losing streak since 2022, though the stock remains up 11.7% year-to-date despite broader market unease over rising Treasury yields.
- Treasury Secretary Scott Bessent's recent buyback measures aim to ease bond market strain as 30-year Treasury yields hit 19-year highs, creating headwinds for technology stocks as Federal Reserve Chair Kevin Warsh prepares his Jackson Hole speech Friday.
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The chip manufacturer presents its quarterly accounts this Wednesday, with the market demanding almost double profits while its customers manufacture their own processors Artificial intelligence is already in the Andalusian companies, but it does not
Analyst consensus expects the chip manufacturer to have doubled its revenues and profits in the second quarter over the same period of 2025
·Madrid, Spain
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The world's first capitalization, considered the thermometer of enthusiasm for artificial intelligence (AI), is due to publish its financial balance sheet on Wednesday after the closing of the American square. ...
·Brussels, Belgium
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Total News Sources90
Leaning Left5Leaning Right12Center17Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
15%
C 50%
R 35%
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