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Nvidia issued massive fiscal 2028 revenue guidance of 70% growth, crushing Wall Street estimates of 44%. Growth is supported by Amazon's commitment to purchase 2 million next-generation GPUs, highlig…
Sovereign AI infrastructure buildout accelerates as Nvidia posts 92% data center growth with $91B Q2 guidance and AMD reports 107% data center growth with sovereign wins in India, Korea, and UAE.
Goldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside withou…
Nvidia slips after issuing tepid sales guidance; CEO reiterated long-term AI spending but shares fell amid reports Alibaba developed an AI chip, stoking sector volatility and cautious investor sentim…
Marvell cut Q3 revenue forecast, missing estimates, while Nvidia delivered stronger-than-expected guidance and bullish CEO comments about expanding AI-chip demand.
Dollar weakened as traders priced in Fed rate cuts, boosting the euro to $1.1685. Nvidia beat revenue forecasts but shares slipped on China concerns; positive US growth and AI investment lifted semic…
Stocks rose as the dollar fell on growing Fed easing bets; Nvidia slipped ~1% on China uncertainty despite strong guidance, while the euro climbed to $1.1671 ahead of Fed-linked data and possible Sep…
Nvidia excluded H20 shipments to China from guidance amid US-China trade tensions, denting investor sentiment and sparking concerns about data-center demand despite strong overall results and CEO rea…
Nvidia 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 …
Nvidia excluded H20 China shipments from current-quarter guidance amid US-China trade tensions, denting near-term revenue visibility and trimming shares despite a strong $54B forward revenue forecast…
Nvidia forecasted Q3 revenue of $54.0B, above estimates, but excluded any H20 AI chip shipments to China; shares fell 3.1% after-hours. Options implied a ~6% move and analysts remain largely bullish …