Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
|
Nvidia (NVDA) Tumbles as Analyst Flags Data-Center Slowdown and China Export Risk | GuruFocus | Login to see the signal | |
Nvidia Faces $100 Price Target From Lone Bear at SeaportSummaryA bearish analyst warns Nvidia's growth may be cracking after Q2: Data Center sales slowed, compute revenue dipped, and China export risks plus power and supply constraints could limit future gains despite broad Wall Street optimism. |
||||
|
NVDA
|
Nvidia (NVDA) Soars After Q2 Results, Raises Guidance on Strong AI Blackwell Demand | GuruFocus | Login to see the signal | |
Nvidia Doubles Down on AI: Profit Soars, Yet Traders Take a BreatherSummaryNvidia reported Q2'26: $46.7B revenue (+56%), $1.05 non-GAAP EPS, and guided to ~$54B, driven by data center and Blackwell demand; margins remain high but China exposure and rich valuation left some investors cautious. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on Analyst Price-Target Lifts Despite Softer Q3 Guide | GuruFocus | Login to see the signal | |
Nvidia Stock Set to Surge? Wall Street Hikes Targets Despite Softer ForecastSummaryAnalysts raised Nvidia price targets after earnings, lifting the average to $202.60 (~12% upside). Fiscal Q3 revenue matched consensus but fell short of some estimates; China demand and export uncertainty remain key headwinds. |
||||
GOOGL
|
NVIDIA (NVDA) Rebounds on Strong Q2 and Bullish Q3 Guidance Despite China H20 Export Hurdle | Zacks | Login to see the signal | |
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?SummaryNVIDIA beat Q2 EPS and revenue but fell after-hours as Data Center sales missed due to halted H20 shipments to China and a potential 15% US levy; management gave strong Q3 guidance and highlighted robust AI demand and product roadmap. |
||||
MSFT
|
NVIDIA (NVDA) Rebounds on Strong Q2 and Bullish Q3 Guidance Despite China H20 Export Hurdle | Zacks | Login to see the signal | |
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?SummaryNVIDIA beat Q2 EPS and revenue but fell after-hours as Data Center sales missed due to halted H20 shipments to China and a potential 15% US levy; management gave strong Q3 guidance and highlighted robust AI demand and product roadmap. |
||||
|
NVDA
|
NVIDIA (NVDA) Rebounds on Strong Q2 and Bullish Q3 Guidance Despite China H20 Export Hurdle | Zacks | Login to see the signal | |
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?SummaryNVIDIA beat Q2 EPS and revenue but fell after-hours as Data Center sales missed due to halted H20 shipments to China and a potential 15% US levy; management gave strong Q3 guidance and highlighted robust AI demand and product roadmap. |
||||
AMZN
|
NVIDIA (NVDA) Rebounds on Strong Q2 and Bullish Q3 Guidance Despite China H20 Export Hurdle | Zacks | Login to see the signal | |
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?SummaryNVIDIA beat Q2 EPS and revenue but fell after-hours as Data Center sales missed due to halted H20 shipments to China and a potential 15% US levy; management gave strong Q3 guidance and highlighted robust AI demand and product roadmap. |
||||
META
|
NVIDIA (NVDA) Rebounds on Strong Q2 and Bullish Q3 Guidance Despite China H20 Export Hurdle | Zacks | Login to see the signal | |
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?SummaryNVIDIA beat Q2 EPS and revenue but fell after-hours as Data Center sales missed due to halted H20 shipments to China and a potential 15% US levy; management gave strong Q3 guidance and highlighted robust AI demand and product roadmap. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles on Softer Q3 Guide and China Export Uncertainty | GuruFocus | Login to see the signal | |
Nvidia's $4 Trillion Streak Faces a Test: China Risks, Slowing Growth, and a $3 Trillion AI BetSummaryNvidia forecasted softer fiscal Q3 revenue (~$54B) after strong Q2 growth, citing no H20 AI chip sales to China and export-license uncertainty. Management touted massive long-term AI opportunity and authorized $60B buybacks despite near-term China-related risks. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on AI Revenue Beat, Warns of China Export Headwinds | Reuters | Login to see the signal | |
Nvidia is AI, but only for so longSummaryNvidia posted $46.7B revenue, up 56% y/y, beating expectations and issuing guidance in line with forecasts while warning that China export restrictions (H20) trimmed near-term sales and could cap future growth. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on 56% Revenue Gain; China Export Curbs Temper Outlook | Reuters | Login to see the signal | |
Nvidia is AI, but only for so longSummaryNvidia reported $46.7B Q revenue, up 56% YoY; data center sales narrowly missed estimates but guidance met expectations. H20 export restrictions and China policy limit near-term China revenue, while the company projects large long-term opportunity there. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on AI-Fueled Quarter Hopes; Guidance and Blackwell Shipments in Focus | GuruFocus | Login to see the signal | |
Nvidia Faces Big Expectations as Q2 Earnings LoomSummaryNvidia is expected to report a blockbuster quarter driven by AI/data-center sales, while investors watch Blackwell GB200 shipment pace, China export risk and next-quarter revenue guidance for signs of strain. |
||||