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2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video88d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Nvidia earnings: They're accelerating into growth, not slowing down
Yahoo Finance Video88d agoneutralVIDEO
Nvidia earnings: They're accelerating into growth, not slowing down

Despite beating first quarter earnings estimates, Nvidia's (NVDA) stock reaction has been largely muted as the AI chipmaker's results evidently failed to wow investors. The company's guidance also beat forecasts while it announced an $80 billion share buyback program. Freedom Capital Markets managing director Paul Meeks joins Yahoo Finance Executive Editor Brian Sozzi's panel to discuss whether he believes Nvidia is showing signs of slowing down in the AI race.

Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late
24/7 Wall St.88d agobearish
Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Andrew Sather of The Investing for Beginners Podcast recently made a point that should reshape how investors think about recession headlines. “When people say there’s a recession, they’re saying it 6 months after it happens. Like, that’s the literal definition of it. You have to wait 6 months,” he said on the episode Back to ... Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
24/7 Wall St.88d agoneutral
The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
24/7 Wall St.88d agoneutral
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

Asian shares surge after oil prices slip and Wall Street resumes its AI rally
Associated Press88d agobullish
Asian shares surge after oil prices slip and Wall Street resumes its AI rally

Shares rallied Thursday across Asia, tracking gains on Wall Street after pressure from the bond market eased and oil prices fell back. The advance was also powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%. Nvidia has been one of the biggest beneficiaries from the boom in artificial intelligence, thanks to powerful demand for its high-end AI chips.

Trump Renews Pressure as Iran Vows Retaliation Beyond Mideast
Bloomberg88d agoneutral
Trump Renews Pressure as Iran Vows Retaliation Beyond Mideast

(Bloomberg) -- The US and Iran traded threats of escalation on Wednesday as the weeks-long standoff in the Middle East dragged on without resolution. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksSpaceX Filing Reveals $4.28 Billion Loss, Musk’s Tight GripHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersPresident Donald Trump

NVIDIA Q1 Earnings Call Highlights
MarketBeat88d agoneutral
NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

Nvidia Q1 earnings results: Top takeaways
Yahoo Finance Video88d agoneutralVIDEO
Nvidia Q1 earnings results: Top takeaways

Nvidia (NVDA) released its first quarter results on Wednesday, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion).Yahoo Finance Tech Editor Dan Howley shares his biggest takeaways from the print with Yahoo Finance's Brooke DiPalma.

Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg88d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi