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What Nvidia’s earnings mean for the stock market and AI trade
Nvidia's data center revenue grew 56% year-over-year but missed expectations due to export rule impacts; overall earnings and current-quarter revenue forecasts exceeded estimates.
- Nvidia reported fiscal second-quarter results with data center revenue rising 56% year-over-year to $41.1 billion, comprising 88% of total sales but slightly missing estimates.
- The market reaction followed high expectations, a subtle data center revenue miss, concerns about AI investment plateau, and export rule changes affecting China sales.
- Nvidia confirmed it did not sell any H20 processors to China during the period and released $180 million of inventory to another client, while projecting full-year fiscal 2026 operating expense growth near 38%.
- Munster called the initial stock move a "knee-jerk over-reaction" on CNBC and urged investors to focus on Nvidia’s strong guidance, while Woods noted the stock trades near all-time highs and attention may shift to Federal Reserve policies.
- Despite short-term volatility, Nvidia’s outlook suggests eventual investor reward, but the broader market’s next leg higher will likely depend more on Fed interest rate plans than AI enthusiasm.
22 Articles
22 Articles
The Shocking Number in Nvidia’s Q2 Earnings the Market Is Missing
Key Points in This Article: Nvidia’s (NVDA) Q2 2026 earnings beat revenue and EPS estimates, with Q3 guidance above expectations. NVDA stock dropped up to 5% after hours due to a $41.1 billion data center revenue miss against $41.2 billion forecasts. The market is overlooking a critical number in Nvidia’s report, focusing instead on the China-related shortfall. Nvidia made early investors rich, but there is a new class of ‘Next Nvidia Stocks…
Nvidia stock falls despite beating revenue estimates
Nvidia released its highly anticipated Q2 earnings report. The chipmaking giant beat revenue estimates but gave a tepid sales outlook and came in slightly under for data center revenue. Nvidia stock fell 3% in volatile after-hours trading.Read the original article on Business Insider
Chipmaker Nvidia Shares Slip in After-Hours Trading Following Solid Earnings
Shares of chipmaker Nvidia slipped in after-hours trading after the company reported better-than-expected 2026 second-quarter earnings and revenue results. The tech behemoth reported record quarterly revenue of $46.74 billion, a 56 percent increase in the quarter and surpassing the Wall Street consensus forecast of $46.06 billion. Earnings per share—a measure of how much profit a business generates for each share of its stock—came in at $1.05 ve…
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