2:35 AM | Friday | Aug 28, 2026
The world's biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing a bullish outlook as CEO Jensen Huang said demand for its artificial-intelligence accelerators continues to expand.
Read full articleThe world's biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing a bullish outlook as CEO Jensen Huang said demand for its artificial-intelligence accelerators continues to expand.
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NVIDIA is behaving more like a nation-state, strategically subsidizing the AI ecosystem to expand its future market and defensible moat. NVDA's willingness to finance/backstop major AI infrastructure projects is rational ecosystem development, not classic vendor financing, leveraging unique informational and strategic advantages. Early evidence from Meta, Nvidia, Microsoft, and Amazon shows AI compute demand is broadening beyond frontier labs, supporting NVDA's long-term bull case.
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Nvidia has made a lot of money from its Intel investment. The company also bought into xAI, which turned into a SpaceX holding.
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The chipmaker expects a 70% growth in sales next year. Nvidia CFO also rejected rumours of circular financing.
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Asian markets diverged on Friday as Nvidia's blockbuster outlook continued to lift Japanese technology shares, while South Korea's KOSPI fell despite the renewed optimism around artificial intelligence. Japan's Nikkei 225 gained about 0.4% to 66,379 in morning trading, helped by Fujitsu, NEC and other technology names.
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After soaring out of the gate, SpaceX is now trading roughly flat from its IPO. Following its merger with xAI, the company is staking its future on AI.
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The chip maker says its sales “flywheel” is more than robust enough to fund the financial support it gives frontier AI labs and data-center developers.
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Nvidia's revenue growth is expected to soar through the next calendar year. Its orders could greatly benefit its suppliers.
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Semiconductor and software stocks rallied behind strong earnings reports from Nvidia and Salesforce.
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IBD's top-performing stock lists have just been updated. See which stocks got added — and which got cut.
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The Nasdaq charges higher in the stock market Thursday as Salesforce, CrowdStrike and Nvidia turn in strong earnings reports.
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Nvidia has paused some deals in a new financing initiative that offered credit support to AI cloud companies in exchange for a share of revenue, the Wall Street Journal reported on Thursday, citing people familiar with the matter.
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Nvidia Corporation is deeply undervalued, with extraordinary growth prospects and a 'coiled spring' setup for significant upside. NVDA trades at a 23.5x P/E and a PEG of 0.52, well below peers, despite 70% expected revenue growth in FY2028. Strong demand exceeds supply, with $279B in supply-chain commitments and robust order visibility through FY2028.
NVIDIA NASDAQ: NVDA Director of Developer Tech Nader Khalil said open-source AI models are helping broaden access to model customization, accelerate development and support workloads that require local deployment, while closed frontier models will remain part of a “multi-model world.”
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Gaining 0.71% to 7,730, the S&P 500 (^GSPC +0.72%) advanced alongside a 1.57% jump to 26,541 for the Nasdaq Composite (^IXIC +1.57%) as chip strength led the rally, while the Dow Jones Industrial Average (^DJI +0.
20%) rose 0.20% to 53,569.
The company is rethinking the program less than two months after announcing it.
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Nvidia CEO Jensen Huang discusses bottlenecks facing the AI boom and weighs the technology's impact on jobs, including whether it will ultimately create or eliminate work, on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #nvidia #jensenhuang #huang #artificialintelligence #ai #technology #tech #jobs #jobcreation #employment #workforce #hyperscalers #investors #business #innovation #automation #disruption #economy
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Nvidia's guidance lifted the Nasdaq as software and cybersecurity stocks surged. Warsh, yields and crude now test the AI rally.
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Nvidia stock gaps to a 59-day high after earnings, strengthening its bullish breakout as NVDA targets $236.54, followed by $245.16 and $261.48.
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On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.
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Nvidia's blowout earnings
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SANTA CLARA, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- NVIDIA will present at the following event for the financial community: Goldman Sachs Communacopia + Technology Conference Thursday, Sept.
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The chip maker's shares posted their steepest climb in a year, boosting U.S. stock indexes.
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Huang had his net worth increase by $15.6 billion to $196.8 billion thanks to Nvidia's stock rally, ranking him the sixth-richest person in the world, moving him ahead of Meta's Mark Zuckerberg ($196.2 billion) and Oracle's Larry Ellison ($194.9 billion).
Plus, software stocks rally and Huang rebuts Gates.
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US stocks ended higher on Thursday, with the Nasdaq Composite outperforming the broader market as Nvidia's strong revenue outlook boosted technology and semiconductor shares. Investors also looked ahead to Federal Reserve Chair Kevin Warsh's upcoming Jackson Hole speech amid renewed concerns over inflation and interest rates.
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Are investors back on the Nvidia bandwagon?
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The company's latest quarterly results, including $96 billion in sales and $59.7 billion in earnings, were predictable. Wall Street's expectations, which were below those numbers, were just as predictable.
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Lisa Mateo and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
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U.S. stocks gained as a rosy growth projection from Nvidia mitigated fears about the sustainability of the artificial-intelligence boom.
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IREN's $3.4 billion NVIDIA contract rewrote the company's identity, but tonight's Q4 report will reveal whether GPU deployments, the Microsoft handoff, and a path to $3.7 billion in ARR are on track or falling behind schedule.
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Several of the companies in the "Magnificent Seven" have fully retained their "magnificence" in the three years since the group was defined. Most of Meta Platforms' businesses have parallels within SpaceX.
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With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.
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NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.
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NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.
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Options activity for Nvidia (NVDA) surged into and after the company showed that revenues doubled year-over-year in earnings. Tom White highlights a massive options trade he found in the Mag 7 stock as the options market shows quadrupled its normal daily activity.
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Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.
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The AI trade narrowed to one name in August, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the entire story. NVIDIA delivered much of the semiconductor sector's monthly gains while the rest of the group essentially stood still.
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Shares in Nvidia Corporation (Nasdaq: NVDA) are up in premarket trading on Thursday, one day after the world's largest technology company announced not only better-than-expected quarterly results, but full fiscal year guidance that surprised even many AI bulls.
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Nvidia shares are rallying on the back of another incredible quarterly earnings report.
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Who will win the race to a once-unthinkable sales milestone? Barron's looks at the top candidates.
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A year ago, the average sell-side consensus estimates for Nvidia's (NVDA) FY 2028 (which is essentially CY 2027) revenue were ~$310 billion. But yesterday, Nvidia guided for ~70% revenue growth in FY'28 which translates to approaching ~$700 billion revenue next year. Given their tone during the call, I think it's fair to say ~70% revenue growth may be a floor for next year.
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Nvidia's forecast for roughly 70% revenue growth next fiscal year is changing the debate around the durability of the AI boom, according to Wealth Enhancement Group Deputy CIO Doug Huber. He explains why the question is shifting from whether AI demand is slowing to whether the industry can physically build enough compute to satisfy it, and why Nvidia's investments in frontier AI labs could ultimately deepen demand for its technology.
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Nvidia's interest in Hugging Face supercharges its push into open-source AI. Open models could keep OpenAI and Anthropic from gaining too much power and squeezing Nvidia out.
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SalesboxAI's Alex Roy believes Nvidia (NVDA) has proven itself as the stock market leader after reaching nearly $100 billion in quarterly revenue. He explains why this figure is just one reason he sees a "very promising time" ahead for the company.
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On this final episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Direxion Daily NVDA Bull 1X Shares (NVDU) and the Direxion Daily NVDA Bull 2X Shares (NVDD) with Chuck Jaffe of Money Life.
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Nvidia's supply commitments reached $279 billion, up from $119 billion a quarter earlier, primarily for the procurement of memory. Management guided third-quarter gross margin to 74.0% and said margins should bottom at 71% to 72% in fiscal Q4.
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The memory trade is unwinding on Thursday even as the broader semiconductor complex trades higher, a split that captures a classic case of great news landing into a crowded and heavily extended position.
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Nvidia (NVDA) shares ripped higher on Thursday morning after the AI behemoth reported market-beating financials for its fiscal Q2 and issued remarkable guidance for its current quarter. Yet, famed investor Michael Burry – known for accurately predicting the 2008 housing collapse – is urging investors to practice caution in playing NVDA at current levels.
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NVIDIA Corp (NASDAQ:NVDA) analysts are raising price targets and highlighting the company's early fiscal 2028 guidance after second-quarter results for revenue and earnings per share came in above estimates.
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@OptionsPlay's Tony Zhang offers his takeaways on the broad tech strength in Thursday's trading session as Nvidia (NVDA) gives new life to the sector. He outlines options trading opportunities in CME Group (CME) and Marvell (MRVL) and makes a bull case in both even if the stock market is hit with another volatility wave.
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Nvidia invested in xAI back in January, just before SpaceX bought xAI. The SpaceX stake is relatively small compared to Nvidia's market cap.
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Nvidia shares jumped almost 10% to nearly $230 on Thursday, as investors reacted to blowout second-quarter earnings and a forecast for substantial AI-driven growth through its next fiscal year.
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The Nasdaq Composite jumped 1.31%, well ahead of the S&P 500 at 0.66% and the Dow at 0.33%. Nvidia and Salesforce crushed analyst estimates, powering today's market rally without much help from smaller stocks.
Huang had his net worth increase by $14.5 billion to $195.7 billion thanks to Nvidia's stock rally, ranking him the seventh-richest person in the world, moving him ahead of Oracle's Larry Ellison, whose fortune saw a modest $172 million bump to $191.4 billion.
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Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.
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On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally.
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Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta ( OKTA ), +10% for Salesforce ( CRM ) and +9% for cybersecurity staple CrowdStrike ( CRWD ).
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Broadcom (AVGO), the semiconductor and infrastructure-software powerhouse, jumped approximately 3.8% to $369.005 Thursday after Nvidia (NVDA) projected roughly
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Elon Musk, Sam Altman and Jensen Huang will share billing at a technology-focused Group of 20 ministerial meeting in North Carolina next week, according to Reuters.
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A steady premarket seller took NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) from its post-earnings pop back toward the flatline overnight, even as CEO Jensen Huang used his Mad Money slot hours earlier to signal the company is buying back even
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Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of @CharlesSchwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade.
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Megacap technology shares are showing a different response to the latest artificial-intelligence rally, with investors favoring chipmakers and selected software
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Nvidia said revenue will grow about 70% next fiscal year, easing concerns that AI spending is poised to lose momentum. Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.
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Nvidia Corporation reported a stellar quarter, generating $21.3 billion in free cash flow and posting 106% year-over-year revenue growth. Nvidia trades at just 16x forward earnings, despite dominating the AI GPU market with gross margins of 75%. Data center sales, driven by Blackwell GPUs, contributed 93% of revenues.
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As leading AI developers race to build their own custom chips, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang says he remains unfazed. Responding to questions about OpenAI, Anthropic and other frontier AI labs designing in-house silicon, Huang said he is “100% confident” they will remain Nvidia customers and partners “for a very long time.
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NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.
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Tech company Nvidia will start an employee-funded U.S. political action committee, a source familiar with plans told Reuters.
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Memory stocks fell on Thursday despite Nvidia's strong earnings and outlook supporting the broader technology sector. Micron Technology MU declined 2%, while SanDisk fell 1.7% and Western Digital dropped 2.7% as investors appeared to weigh company-specific factors alongside the continued strength in artificial intelligence demand.
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NVDIA shares are up +6% following another record quarter reported Wednesday. Okta, Salesforce and CrowdStrike are up even higher.
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NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.
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Nvidia sales and profits both exceeded expectations. The company issued guidance for next year that surpassed Wall Street's expectations by a wide margin The stock is still remarkably cheap.
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The AI boom has moved beyond a handful of chipmakers and cloud giants. As companies pour more money into artificial intelligence, they are also creating more systems, identities, data and autonomous agents that need protection.
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Nvidia's blowout earnings gave semiconductor stocks a lift on Thursday, after the world's leading AI chipmaker projected 70% revenue growth for fiscal 2028 and signaled that demand for artificial intelligence infrastructure remains well above current supply. The Philadelphia Semiconductor Index rose about 1.7%, while shares of Marvell Technology, Arm Holdings, SK Hynix and Broadcom also gained.
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TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.
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Nvidia, as the AI chip leader, is seeing soaring demand. The company is beginning production shipments of its latest platform, Vera Rubin.
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Despite the seasonal summer volatility, underlying technical trends, sentiment metrics, and tech fundamentals continue to build a strong foundation for equities.
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Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement.
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NVDA sees fiscal 2028 revenues rising about 70%, but supply limits and higher memory costs loom as AI infrastructure demand runs even hotter.
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The biggest takeaway from this week's Hot Chips conference wasn't that Nvidia Corp‘s (NASDAQ:NVDA) grip on AI chips is slipping. It was that its biggest customers are investing more aggressively than ever in building their own.
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"What's not to like" about Nvidia (NVDA) earnings? Andrew Graham says the report confirms his thoughts on the stock: it's a "must own" for investors.
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Nvidia Corporation is rated Buy with medium confidence for the next 6–12 months; the constraint is no longer demand but converting it into revenue, margin, and cash without loading excess. Blackwell Ultra drove Q2 FY2027 revenue to $96.221B (+106% YoY), beating guidance by 5.74% and consensus by 4.28%; Data Center revenue grew 117% YoY to $89.
023B and now makes up. At $209.89/share, NVDA trades near 23.4x forward P/E and 19.65x EV/Revenue - reasonable, not cheap - leaving little room for error against Q3 guidance of $105.
84B–$110.16B revenue and 73.5%–74.5% gross.
SAN JOSE, Calif.--(BUSINESS WIRE)--Hark today announced a multi-year strategic partnership with NVIDIA to advance personalized agentic AI, including a deep technical collaboration and gigawatt-scale compute capacity on the next-generation NVIDIA Vera Rubin platform. This announcement comes just ahead of Hark's upcoming platform launch, which will be available to the public before the end of summer. AI infrastructure is essential for Hark's development of useful AI that's accessible through exis.
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The chip giant is putting out astounding sales figures—an expected 70% jump next year. Fed chief Kevin Warsh just might have to raise rates if the roaring tech trade doesn't cool a bit.
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Nvidia shares soared over 7% on Thursday after the chipmaker's longer-term revenue outlook reassured investors that demand for artificial intelligence infrastructure remains strong despite concerns over spending, financing and competition. The rally could also help Nvidia break a recent pattern.
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Pierre Ferragu, New Street Research global team head of technology infrastructure, says supply chain issues and opposition to data centers in the US do make him nervous about Nvidia's future. The chipmaker says revenue will grow by about 70% in the next fiscal year.
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Nvidia has said it is optimizing its hardware for Chinese open AI models, including those made by DeepSeek and Alibaba. U.S. lawmakers have grown increasingly anxious about growing adoption of Chinese models, which have made leaps in capability this year.
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Super Micro Computer, Inc. (NASDAQ:SMCI) stock gained over 3% on Thursday as NVIDIA Corp.'s (NASDAQ:NVDA) latest earnings reinforced optimism around AI infrastructure demand, while S&P 500 futures rose 0.50%.
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The AI infrastructure boom is entering a new phase. Spending is no longer being limited primarily by whether companies want more computing power, but by how quickly the industry can build it.
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NVIDIA just delivered one of the most staggering quarters in corporate history, yet the stock trades as if Wall Street missed the memo.
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Nvidia Corporation is rated Strong Buy, driven by unmatched efficiency in AI hardware and robust earnings growth. NVDA's valuation at 32x earnings is well below historical tech bubbles, with projected EPS growth of 90% this year and 45% next year. NVDA's ecosystem—CUDA software, industrial capacity, and market share—creates high switching costs and insulates against AMD and hyperscaler competition.
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Investors still want in on AI—or, at least, Nvidia's piece of it.
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Bill Gates and Nvidia Corp‘s (NASDAQ:NVDA) Jensen Huang weren't responding to each other on Wednesday. But together, they captured the central tension shaping artificial intelligence.
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U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining around 200 points on Thursday.
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Nvidia Corporation is upgraded to Strong Buy after Q2 FY2027, driven by 105% year-over-year revenue and 125% year-over-year net income growth. Price hikes and robust AI demand have fueled exceptional earnings, with deferred revenue tripling and inventories reflecting rapid sell-through. NVDA's venture capital arm and equity stakes are now significant earnings contributors, but earnings quality improved as investment gains fell to 12% of operating income.
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Chicago, IL – August 27, 2026 – Zacks Equity Research shares Wayfair W as the Bull of the Day and Louisiana-Pacific Corporation LPX as the Bear of the Day. In addition, Zacks Equity Research provides analysis on NVIDIA NVDA, HF Sinclair DINO and Par Pacific Holdings PARR
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NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.
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Nvidia, the chipmaker at the heart of the artificial intelligence boom, delivered a sales forecast that fell short of the highest estimates, adding to investor concerns that AI spending is poised for a slowdown. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday.
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NVIDIA NASDAQ: NVDA just cleared the bar, and then some. On Wednesday, Aug. 26, the AI chip leader reported blowout results, with revenue of $96.2 billion and data center sales up 117% year over year.
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Nvidia Corp. gave a bullish sales outlook for fiscal 2028, with Chief Financial Officer Colette Kress saying the company expects to grow revenue by approximately 70% in fiscal 2028. Bloomberg's Ed Ludlow and Kunjan Sobhani break down the news.
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US stocks opened higher on Thursday after Nvidia's latest results and outlook renewed investor confidence in the artificial intelligence trade. The chipmaker's forecast highlighted continued demand for AI computing, helping lift semiconductor and software stocks in premarket trading.
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Shares of Nvidia Corp (NASDAQ:NVDA) are up 5.8% at $221.80, after the chip giant reported blockbuster second-quarter results and issued a strong annual revenue forecast that reinforced confidence in artificial intelligence (AI) demand.
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A major player in 2020s tech hardware is pulling up some index funds today, it seems. The iShares Semiconductor ETF (NASDAQ:SOXX) is up 2% to $527 Thursday morning as semiconductor names react to NVIDIA's post-earnings surge.
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Nvidia's (NVDA) blowout quarter dismissed many fears centered on the AI trade's durability and runway. Kevin Hincks highlights the biggest numbers investors need to take away from the report.
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Nvidia's data center customer list is changing fast, and the new buyers look nothing like the hyperscalers who built the company's dominance.
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Steve Grasso, CEO of Grasso Global, Dan Ives, Partner at Yorkville Ives, and Michelle Caruso-Cabrera, CEO of MCC Global Enterprises, discuss Nvidia, AI demand, China, tariffs and Jackson Hole.
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NVIDIA TodayNVDANVIDIA$209.66 -3.39 (-1.59%) As of 08/26/2026 04:00 PM Eastern52-Week Range$164.07▼$236.
54Dividend Yield0.48%P/E Ratio32.11Price Target$317.44Add to WatchlistNVIDIA's NASDAQ: NVDA Q2 fiscal year 2027 (FY2027) results extend the trend, which says a lot for a company whose size and growth make others pale in comparison. After a high-double-digit Q1 FY2027, the Q2 results reflect an acceleration driven by an ecosystem of AI labs, hyperscalers, and supercomputers, pointing to sustained, long-term growth and strength in upcoming quarters.
Wall Street is heading for a split open on Thursday, with Nvidia's bumper earnings giving technology stocks another shot of momentum. Dow futures were effectively flat, down around 15 points at 53,506, while the S&P 500 was indicated 35 points, or 0.4%, higher at 7,725.
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Nvidia Corporation delivered a 5-10% Q2 FY27 earnings surprise, but market reaction was ambivalent due to margin and geographic concentration concerns. NVDA's revenue is increasingly US-centric, with 70% of H1 2027 sales from the US, raising risks tied to policy and global fragmentation. Gross margin guidance for Q3 FY27 is 74% (±50bps), reflecting higher costs from scaling liquid-cooled, full-rack systems and tight memory supply.
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Stock futures are rising this morning as Nvidia's blockbuster results power the AI trade; Nvidia shares are surging after the chipmaker's quarterly report topped Wall Street estimates; Salesforce stock is rallying after its own strong report and the announcement of an expanded partnership with Anthropic; CrowdStrike shares are also on the rise thanks to a record quarter; and AI chip designer Marvell Technology is set to deliver its results after the closing bell today. Here's what you need to know.
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Here are five key things investors need to know to start the trading day.
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Nvidia delivered record Q2 FY2027 results, with 105.85% YoY revenue growth and management guiding to 70% growth in FY2028, citing supply constraints. NVDA's capital return program is running ahead of plan, returning 60% of FCF YTD via buybacks and dividends, with a $99 billion buyback authorization remaining. Data center revenue diversification accelerated, with non-hyperscale customers now 45% of the segment and Vera Rubin expected to drive the fastest product ramp in NVDA history.
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Nvidia Corporation delivered record Q2 FY27 results, with revenue of $96.2 billion, up 106% YoY, and robust profitability metrics. NVDA raised its FY28 preliminary growth outlook to approximately 70%, driven by surging AI infrastructure demand and supply constraints. Management is proactively enabling customer financing and diversifying into AI software (e.g.
, Hugging Face) to mitigate hardware demand risks.
Nvidia (NVDA) is back to acting as the stock market leader. Tom White discusses the Mag 7 giant's earnings beat bolstered by more than $96 billion in quarterly revenue and commentary from CEO Jensen Huang that the AI infrastructure buildout is "at full steam.
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Nvidia CEO and billionaire Jensen Huang made his first-ever post on X last month, coming out in defense of open-source AI models. He wrote: “Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
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NVIDIA Corporation delivered a standout quarter, with revenues up 106% YoY and strong beats on both GAAP and non-GAAP earnings. NVDA's valuation remains attractive at ~24x forward earnings and a PEG ratio near 0.5, despite explosive growth and sector-leading margins. Major hyperscaler capex commitments, notably AWS's two-million GPU purchase, confirm robust AI infrastructure demand and reinforce the bullish thesis.
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Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.
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The initial reaction to Nvidia's Q2 report is quite strong, but this might not last in the coming months. Some parts of the earnings release could offset the initial share price jump, thus continuing the recent trend of NVDA trailing the market. Current earnings multiples reduce downside risk, but they are not a reason to buy NVDA with the expectation of above-market returns.
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Expanded Power Champion agreement covers up to 384 additional NVIDIA HGX B300 systems, bringing the relationship to up to 512 systems in total, subject to future purchase orders and customary conditions
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Wall Street analysts delivered a flurry of rating changes Thursday, reshuffling positions on retailers, REITs, solar stocks, and cybersecurity names while markets digest hotter inflation data and brace for a pivotal Fed speech at Jackson Hole.
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Nvidia revenue more than doubles, Okta and Veeva climb on beats, and more
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The AI infrastructure boom has entered a new phase. What began as a pure hardware arms race among tech giants has evolved into a capital-intensive buildout measured in hundreds of billions of dollars.
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Nvidia stock was surging following an earnings report which is making Wall Street rethink its assumptions about the chip maker's growth.
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Nvidia has spent the past year delivering one strong earnings report after another, only to see investors respond with skepticism when the results hit the market. That pattern changed on Thursday.
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Nvidia reported $96.2 billion in Q2 revenue, up 106% and back to triple-digit growth. The supply constraint is back. It's memory. It's advanced packaging.
It's power. CEO Jensen Huang says the entire supply chain is constrained. Edge Computing is only 7.5% of revenue today. Yet, Nvidia now considers it one of only two "platforms.
" Why? Jensen's answer throughout the call was agentic AI. This is continuous inferencing from, ultimately, billions of AI agents running around the clock.
After Nvidia posted one of the largest quarterly profits in corporate history, one wealth manager ran the numbers and came back with a price target that sits above every analyst on Wall Street. His math is straightforward.
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Getting rich by 2030 is a compounding problem. Platform-scale businesses with pricing power, structural demand tailwinds, and enough capital to bend an entire industry toward their roadmap tend to compound when given four years to work.
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Nvidia beat on both lines, $96.2B revenue and $2.46 EPS, but the story is the balance sheet. I'm holding my shares and maintaining my buy rating. The equity portfolio was under 5% of assets a year ago.
It is almost 20% today, roughly $63.4B, mostly Intel and SpaceX. Nvidia de facto owns companies it de jure only licenses from and hires out of. Groq is the model, and Hugging Face now fills out the private side.
Also, J.M. Smucker raises outlook as sales climb.
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Nvidia is reportedly close to acquiring the artificial intelligence platform Hugging Face. Nvidia and Hugging Face have held discussions about a $13 billion deal in the last few weeks, according to a report Wednesday (Aug. 26) by Business Insider that cited a source familiar with the matter.
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Nvidia (NVDA) reportedly agreed to acquire Hugging Face for $12.9B, nearly triple its 2023 valuation, reinforcing NVDA's AI ecosystem dominance. Salesforce (CRM) surged 11% premarket after Q2 earnings beat, driven by strong AI-related revenue and a new Anthropic partnership.
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Nvidia reported its earnings for the second quarter of 2026 on Wednesday. The company reported $96.2 billion in revenue for the second quarter, up 106% from the previous year, beating Wall Street's forecasts of $92.2 billion.
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Nvidia reportedly wants to buy the open-source platform where nearly every AI model in the world lives, but the price tag raises a question that goes beyond the billions: what happens to developer trust when the hub of a vendor-neutral
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Whatever doubts people may have about AI demand, Nvidia's results certainly don't show it. The $5 trillion chip juggernaut comfortably ticked all the boxes yet again with its quarterly update yesterday.
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Nvidia fundamentals remain exceptionally strong, with accelerating revenue growth, high cash flow margins, and a robust net cash position. We rate NVDA as Hold, with a price target of $260 and a stretch target of $300, setting a stop below $189. (Our prior rating was Accumulate, between $165 and $190). Despite competitive threats from hyperscalers and alternative chip providers, NVDA's valuation at 33x TTM unlevered pre-tax FCF is inexpensive in the light of its growth and margins.
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Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
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Bookings are growing fast and it's only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.
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Nvidia (NASDAQ: NVDA) reported strong fiscal second-quarter 2026 results on August 26 and issued revenue guidance above analysts' estimates, sending the stock up 7% overnight and prompting a number of analysts to raise their Nvidia stock price targets.
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Nvidia CEO Jensen Huang says the company decided to "rip the band-aid off" on gross margins, resetting expectations to 72%-73% for next year.
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Shares of Nvidia rose in premarket trading on Thursday. Goldman Sachs and Citigroup raised their price targets for the stock.
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NVIDIA Corp. (NASDAQ:NVDA) stock is trading up more than 7% in Thursday's premarket session as investors react to the company's quarterly results and upbeat commentary on AI demand. The move follows a double beat and management's message that the AI infrastructure buildout is “at full steam.
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The extended trading between Wednesday and Thursday, August 27, appears to have decisively broken Nvidia (NASDAQ: NVDA) stock's week-long losing streak, as it featured a 7.56% upsurge from $209.66 to $225.50.
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The AI chip leader is using its financial muscle to win the supply battle, but it comes with downsides.
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Buying and holding these promising stocks can be a winning formula.
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Nvidia is set to buy artificial intelligence platform Hugging Face for $12.9 billion, news outlet The Information reported Wednesday, as the U.S. chipmaking giant seeks to diversify.
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Chip behemoth's earnings suggest AI boom has more room to run
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“The Big Short” investor Michael Burry on Thursday raised doubts about Nvidia Corp.'s (NASDAQ:NVDA) stock trajectory following its second-quarter earnings, calling out a sharp disconnect between the AI giant's fundamentals and market pricing.
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Arista Networks is benefiting from the surge in demand for AI data center networking. Nvidia remains the core supplier of AI compute.
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Nvidia posts another quarterly earnings beat, predicting a 70 per cent surge in sales growth for 2027 and shrugs off concerns over circular financing. CEO Jensen Huang tells CNBC, A.I.
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The widely anticipated results from the world's largest company largely reassured the market. Here's the post-results analysis. Nvidia Corp (NASDAQ:NVDA,...
Nvidia shares rose about 6% before the bell on Thursday as investors embraced the chipmaker's strong long-term outlook, betting that a global race to build AI infrastructure will fuel years of rapid growth despite concerns about supply bottlenecks and financial ties with customers.
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Nvidia jumps 6% in premarket trading after blockbuster earnings boost AI confidence
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Nvidia stock (NASDAQ: NVDA) drew attention Thursday after the chipmaker delivered a record quarter and offered a bullish view of how long the artificial-intelligence spending boom can run. Fiscal second-quarter revenue reached $96.22 billion, up 106% year over year and above the $92.17 billion expected by analysts.
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Prime Capital Financial CIO Will McGoff discusses Nvidia's latest earnings report, what it signals about the AI investment cycle, and why he sees a potential catch-up trade in the Magnificent Seven stocks. He also touches on Nvidia's potential in China.
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The widely anticipated results from the world's largest company largely reassured the market. Here's the post-results analysis.
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Computacenter PLC (LSE:CCC), the technology infrastructure reseller, rose 4.51% to 5,460p on Thursday morning, topping the FTSE 100 risers board after Nvidia's quarterly results beat expectations overnight. The gain came despite limited direct commercial read-across between the Hatfield-based group and the American chipmaker's data centre business.
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Nvidia agreed to buy Hugging Face for $12.9 billion, The Information has reported. Neither Nvidia nor Hugging Face immediately responded to CNBC requests for comment.
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Nvidia has agreed to acquire Hugging Face, a leading repository for open-source artificial intelligence models and datasets, for $12.9 billion, The Information reported, citing a person familiar with the deal. If completed, the transaction would rank among Nvidia's largest acquisitions and represent another major bet by CEO Jensen Huang on continued growth in AI demand.
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U.S. stock futures are trending higher early Thursday as Wall Street processes Nvidia Corp.‘s (NASDAQ:NVDA) highly anticipated earnings, strong durable goods data, and the resumption of diplomatic efforts in the Middle East.
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Nvidia has agreed to buy Hugging Face for $12.9 billion, The Information reported Wednesday night, citing a source familiar with the matter. Business Insider, which first reported over the weekend that Hugging Face was fielding takeover interest, reported Wednesday night that the talks — which would value the company at more than $13 billion — had not yet produced a signed agreement and could still atomize.
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Nvidia, the chipmaker at the heart of the artificial intelligence boom, said it forecasts revenue growth of about 70% in fiscal 2028. Analysts had predicted 45%.
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William De Gale, Co-Founder & Lead Portfolio Manager at Bluebox Asset Management discusses the countdown to Nvidia earnings and tech stocks.
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With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
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The Kospi Index wavered on Thursday after the Bank of Korea (BoK) delivered a second interest rates hike as it battles with the relatively elevated inflation in the country. It also wavered as South Korean technology companies reacted to the strong Nvidia earnings report.
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Huang had his net worth increase by $14.5 billion to $195.7 billion thanks to Nvidia's stock rally, ranking him the seventh-richest person in the world, moving him ahead of Oracle's Larry Ellison, whose fortune saw a modest $172 million bump to $191.4 billion.
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Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.
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On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally.
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Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta ( OKTA ), +10% for Salesforce ( CRM ) and +9% for cybersecurity staple CrowdStrike ( CRWD ).
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Elon Musk, Sam Altman and Jensen Huang will share billing at a technology-focused Group of 20 ministerial meeting in North Carolina next week, according to Reuters.
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A steady premarket seller took NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) from its post-earnings pop back toward the flatline overnight, even as CEO Jensen Huang used his Mad Money slot hours earlier to signal the company is buying back even
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Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of @CharlesSchwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade.
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Nvidia said revenue will grow about 70% next fiscal year, easing concerns that AI spending is poised to lose momentum. Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.
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Nvidia Corporation reported a stellar quarter, generating $21.3 billion in free cash flow and posting 106% year-over-year revenue growth. Nvidia trades at just 16x forward earnings, despite dominating the AI GPU market with gross margins of 75%. Data center sales, driven by Blackwell GPUs, contributed 93% of revenues.
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As leading AI developers race to build their own custom chips, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang says he remains unfazed. Responding to questions about OpenAI, Anthropic and other frontier AI labs designing in-house silicon, Huang said he is “100% confident” they will remain Nvidia customers and partners “for a very long time.
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