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Nvidia
2026-08-29 07:00:00

Nvidia earnings shift investor focus to Rubin ramp, margin pressure and the durability of AI demand

Nvidia’s fiscal 2027 second-quarter results delivered another massive growth quarter, but the post-earnings debate quickly moved beyond whether the company beat expectations. Revenue reached $96.2 billion, up 106% year over year, while data center revenue climbed 117% to $89 billion. Management also said Vera Rubin has entered full production, placing the next platform transition at the center of the market’s attention. Investors are now weighing a different set of questions. Can Rubin extend the growth cycle established by Blackwell? Can Nvidia hold onto unusually high profitability as memory and broader system costs rise? And how should the market treat China when Nvidia’s fiscal third-quarter revenue outlook of about $108 billion, plus or minus 2%, excludes China data center compute revenue? Margins have become a closely watched signal. Non-GAAP gross margin was 75.0% in the second quarter, and Nvidia expects roughly 74.0% in the third quarter, plus or minus 50 basis points. Reuters also reported that higher memory and component costs could push gross margin to about 71%–72% in the fourth quarter. For chip investors, the report also carries read-through for AI servers, HBM, networking, optical interconnects, advanced packaging, and broader data center infrastructure.

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Nvidia earnings shift investor focus to Rubin ramp, margin pressure and the durability of AI demand
Nvidia
2026-08-27 21:01:45

Nvidia Says It Will Hold an Event for the Financial Sector

Nvidia (NVDA.O) said it will soon hold an event aimed at the financial sector, according to a newsflash published by ChainCatcher. The brief item disclosed only the existence of the planned event and did not include further details on timing, format, agenda, speakers, or location. Based on the source text provided, no additional information was released alongside the announcement. This remains a short news update centered on Nvidia’s statement that a finance-focused event is forthcoming.

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Nvidia Says It Will Hold an Event for the Financial Sector
JPMorgan
2026-08-27 05:36:44

JPMorgan Raises Nvidia Price Target to $320 From $280

BlockBeats reported on Aug. 27 that JPMorgan raised its price target for Nvidia, trading under ticker NVDA.O, from $280 to $320. The brief update did not include the bank’s reasoning, timeline for the target, or any accompanying rating change. The item appeared as a 7x24 market flash and contained only the target revision itself. No additional details on valuation assumptions, earnings expectations, or broader semiconductor sector views were provided in the source note included here.

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JPMorgan Raises Nvidia Price Target to $320 From $280
Nvidia
2026-08-27 00:00:51

Nvidia gives rare early outlook for fiscal 2028, sees revenue rising about 70%

Nvidia (NVDA) reported better-than-expected results for the second quarter of fiscal 2027 after the U.S. stock market close on Wednesday, but the initial release did not fully satisfy investors with elevated expectations, and the stock at one point fell 3% in after-hours trading. The tone shifted during the analyst call, when Chief Financial Officer Colette Kress said the company expects revenue in fiscal 2028 to grow by about 70%, well above the 44% growth analysts had been projecting. Kress said demand is still accelerating despite Nvidia’s current scale, adding that customer forecasts point to growth doubling next year. She also said the company’s roughly 70% outlook reflects supply constraints. Chief Executive Officer Jensen Huang said Nvidia has never before provided guidance a full year in advance and argued that actual demand growth has already exceeded 70%. He added that demand is approaching 100%, but the company’s fiscal 2028 outlook is based on its current supply capacity. Without those supply limits, Huang said, Nvidia’s outlook for fiscal 2028 would be much higher. Nvidia shares later swung higher and were at one point up 5% in after-hours trading.

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Nvidia gives rare early outlook for fiscal 2028, sees revenue rising about 70%
Nvidia
2026-08-26 21:26:44

Nvidia CFO says company plans to return more residual free cash flow to shareholders

Nvidia Chief Financial Officer said the company plans to increase the amount of residual free cash flow returned to shareholders in the future. The comment specifies that the planned increase would apply to free cash flow remaining after strategic uses are accounted for. ChainCatcher carried the remark in a brief newsflash. No additional details on timing, scale, or the form of shareholder returns were disclosed in the source item.

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Nvidia CFO says company plans to return more residual free cash flow to shareholders
Nvidia
2026-08-26 21:18:41

Nvidia CFO says company is a neutral partner to sovereign AI customers and new AI cloud providers

Nvidia Chief Financial Officer said the company acts as a neutral partner to all sovereign AI customers and a new group of AI cloud service providers, according to a brief newsflash from ChainCatcher. The update did not include additional context, financial details, or a longer statement. Nvidia was identified in the item by its ticker, NVDA.O. The remark centers on the company’s position toward sovereign AI clients and emerging AI cloud providers, without naming specific customers or regions. ChainCatcher published the note as a 7x24 market bulletin.

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Nvidia CFO says company is a neutral partner to sovereign AI customers and new AI cloud providers
Nvidia
2026-08-26 15:37:24

RootData shows NVDA contracts traded about $232 million in 24 hours across 10 platforms

RootData market data shows Nvidia (NVDA) contracts were clustered between $213.6 and $213.9 across 10 trading platforms, with 24-hour gains ranging from 0.96% to 1.24%. Total 24-hour trading volume reached about $232 million, while open interest stood at roughly $184 million. Binance led the market by turnover, posting about $123 million in volume, or around 52.9% of the total, with open interest of about $41.5375 million. Hyperliquid recorded about $59.3152 million in trading volume and roughly $97.9711 million in open interest, giving it about 53.2% of all reported OI and making it the largest market by outstanding positions. Reported ±2% liquidity depth across disclosed platforms totaled about $12.6731 million, including around $4.432 million on Hyperliquid and $3.4173 million on Binance. In terms of concentration, Binance, Hyperliquid, and OKX contributed about 88.3% of trading volume, while Hyperliquid and Binance together accounted for about 75.8% of total open interest. Funding rates across platforms remained generally low, with no obvious sign of extreme long-side premium. Earlier reports said Nvidia is set to release its second-quarter earnings after the U.S. market closes on Wednesday.

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RootData shows NVDA contracts traded about $232 million in 24 hours across 10 platforms
Nvidia
2026-08-24 04:05:56

Nvidia set to report Q2 results with revenue seen near $92 billion

Nvidia (NVDA) is scheduled to release its second-quarter earnings on Wednesday, with Wall Street expecting revenue to come in near a record $92 billion. Analysts also forecast net income of more than $51.5 billion, which would mark a 95% increase from a year earlier and extend the company’s rapid growth streak. The earnings report is being watched well beyond Nvidia itself. According to the report cited by Techub, the company’s outlook could shape spending patterns across chipmakers, cloud providers, and the broader artificial intelligence sector. That makes the release relevant not only for equity investors focused on Nvidia, but also for traders tracking AI-related capital expenditure trends. Some market participants are also positioning for downside risk after the announcement. The options market is pricing in a 5.3% move in Nvidia shares following the earnings release, suggesting expectations for a notable post-report reaction. The item was cited by Techub from BeInCrypto.

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Nvidia set to report Q2 results with revenue seen near $92 billion