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Nvidia (NVDA) Rebounds After Earnings as AI Demand Offsets China Uncertainty | GuruFocus | Login to see the signal | |
NVDA: Nvidia Keeps AI Growth Story Alive as Broadcom LoomsSummaryNvidia steadied after post-earnings volatility as management left its outlook intact. Strong AI/data-center demand and multi-quarter cloud orders underpin the long-term case, while China sales and excluded H20 shipments remain an uncertainty. |
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Nvidia (NVDA) Tumbles After Hours Despite Strong Q3 Revenue Guide on Slowing Data-Center Growth | ReutersRefinitiv | Login to see the signal | |
Nvidia Q3 revenue forecasts suggest AI trade has more to runSummaryNvidia forecasted Q3 revenue of $54B, beating estimates as strong AI chip demand persists, though data-center growth slowed and China-related headwinds raised medium-term questions, prompting an after-hours pullback. |
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Nvidia (NVDA) Soars into Earnings on AI Demand; China Sales Risk Looms | Reuters | Login to see the signal | |
PREVIEW: Nvidia edges up as quarterly report takes center stage on Wall StreetSummaryNvidia shares rose modestly ahead of quarterly results expected to show strong AI-driven revenue and EPS growth, though China sales restrictions and high expectations pose downside risk. |
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Nvidia (NVDA) Could Soar on Q2 Earnings; AI Demand, China Sales & Supply in Focus | Reuters | Login to see the signal | |
Nvidia earnings: AI demand, China, and what else to watch forSummaryNvidia reports Q2 after market; revenue expected up 53% but growth and gross margins are slowing. Management commentary on demand, China sales, and supply ramp will drive AI-related stocks' moves. |
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Apple (AAPL) Rebounds After $490M Legal Settlement Amid Strong Q2 and Buybacks | 11thestate | Login to see the signal | |
$AAPL: Fullcircle Wealth Trims Stake, Analysts Stay Bullish — $490M Settlement Still LoomsSummaryFullcircle Wealth trimmed its Apple stake and an SVP sold shares, while Apple posted strong Q2 revenue and EPS and agreed to a $490M settlement resolving China-related litigation, leaving buybacks and services as supporting factors. |