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08-27

NVIDIA ($NVDA): The biggest story of the day. NVDA reported Q2 revenue of $96.22B (up 106% YoY) and EPS of $2.22, topping Street estimates. After-hours shares spiked over 4% on strong Q3 guidance of $108B and CEO Jensen Huang confirming AI demand continues to outpace supply.

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Comments

  • JoanneSamson
    08-27
    JoanneSamson
    108B guide on top of 96B is the part that matters, demand still outrunning supply is such a brutal moat
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