Nvidia (NVDA -3.38%) continued its breakneck growth in its second quarter (ended July 27), as demand for its graphics processing units (GPUs) remains voracious. The strong growth came despite the company not selling any chips to Chinese-based customers during the quarter.
Nearly 40% of Nvidia's second quarter revenue came from just two customers, according to a filing with the Securities and Exchange Commission.
NVIDIA (NASDAQ: NVDA) has the largest market cap in the world, at $4.25 trillion.
Key Points in This Article: Market disappointment stems from lost China sales and slowing data center growth has led to a 4% drop in Nvidia‘s (NVDA) stock.
The chip maker announced a $60 billion stock buyback this week — and sparked a debate about whether the move makes sense.
Nvidia (NVDA -3.38%) has been one of the stock market's biggest winners over the past few years, thanks to its strength in one game-changing area: artificial intelligence (AI). The company is the world's No.
Nvidia Corporation delivered outstanding FQ2 2026 results, smashing revenue and EPS estimates despite already high expectations, highlighting its operational strength. Data Center revenue increased 56% year-over-year to $41.1 billion, driven by Blackwell's, but fell short of expectations. Despite stellar results, I see signs of moderating earnings growth, suggesting future stock performance may face some headwinds.
NVIDIA, Meta and Amazon emerge as top picks under Driehaus' momentum strategy, spotlighting strong earnings trends and growth potential.
Nvidia Corporation delivered another stellar quarter, beating top and bottom-line estimates with strong growth across Data Center, Gaming, and Automotive segments. Concerns about China are overblown; NVDA management signals H20 shipments could resume in Q3, and other growth levers like sovereign AI remain robust. Valuation models project a 35% upside, driven by momentum, innovation, and diversified growth beyond just AI, supporting a new price target of $236.
Nvidia joins Google in backing nuclear-fusion startup Commonwealth Fusion Systems.
NVIDIA's (NVDA) Q2 beat was marred by a data center revenue miss and likely margin pressure in the long term, but ETFs like SMH and SHOC could help investors play the broad-based strength in the AI arena.
Nvidia, AMD, CoreWeave, Vertiv, and other stocks were all falling sharply Friday.