NVIDIA Corporation (NVDA)
Nvidia: Priced For Perfection And Still Delivering
Nvidia Corporation delivered another strong quarter, beating expectations with robust growth in Data Center, Gaming, Visualization, and Automotive segments. Extraordinary demand for Blackwell GPUs, CUDA's entrenched moat, and a $60B buyback program reinforce my bullish outlook and Buy rating. NVDA stock valuation remains rich and priced for perfection, but Nvidia's growth, profitability, and software stack justify its premium over peers.
Jobless Claims Decreased More Than Expected
Pre-market futures have lots to digest this morning — not only following NVIDIA's NVDA strong Q2 results after the closing bell last night (even if they came in slightly below certain lofty expectations), but with both important economic data and Q2 earnings results having been reported. The Dow is +42 points at this moment, the S&P 500 is -1 point and the Nasdaq is -21.
Nvidia earnings takeaways, plus what will move the markets next
Here is some of what was discussed on Morning Brief for Thursday, August 28. Yahoo Finance Tech Editor Dan Howley and Gabelli Funds portfolio manager John Belton share some of their takeaways from Nvidia's big second quarter earnings report.
Big Morning for Q2 Numbers: GDP +3.3%, Earnings Beats for Retailers
Q2 GDP improves by 30 bps from the initial print, +3.3%, and 20 bps above expectations.
NVIDIA Stock Could Pull Back in September, But Don't Bet on It
There are reasons to believe that NVIDIA's NASDAQ: NVDA stock price could pull back in September, but it's not a possibility worth betting on. Although the approximately 100% stock price advance since April provides ample reason to take profits, the Q2 results and guidance do not.
Nvidia Q2: Stock Drops Over China Concerns
Nvidia Corporation delivered strong Q2 FY2026 results, but growth is slowing and after-market stock reaction was weak due to several headwinds. Revenue is increasingly concentrated among a few large U.S. corporate customers, with global diversification and growth in key markets like China and India under pressure. Geopolitical tensions, export controls, and tariffs are impairing Nvidia's long-term international growth prospects, making NVDA more of an "American" company than a global leader.
Long-term reliance on Nvidia is something the Chinese government doesn't want to see: Chris Miller
Chris Miller, Tufts Fletcher School associate professor and ‘Chip War' author, joins 'Squawk Box' to discuss the challenges facing Nvidia to sell its chips to China, the Trump administration's revenue-sharing idea with Nvidia and other tech firms, state of the global semiconductor landscape, and more.
Nvidia Is Positioned To Outperform Expectations
Nvidia's Q2 results beat expectations, but guidance excludes potential China sales, understating future growth prospects. CEO Jensen Huang highlighted China's $50B AI market growing at 50%, suggesting Wall Street's growth estimates for Nvidia are too conservative. Nvidia's opportunities in Agentic AI and robotics, including the THOR platform, further support robust long-term growth.
Nvidia CEO Huang's Net Worth Hits $158 Billion
As CEO Jensen Huang led Nvidia Corp. (NASDAQ: NVDA) to another record revenue quarter, his net worth has increased by $44 billion to $158 billion this year.
Nvidia stock turns positive in premarket trading as investors buy dip following earnings report
Shares of the artificial intelligence chip giant initially slipped following the report. Data center revenue of $41.1 billion came up short of estimates for the second straight period, but still grew 56% over the year prior.
Reactions to Nvidia's mixed outlook, China uncertainty
Nvidia investors accustomed to blowout forecasts were left divided after the AI chip giant excluded some China sales from its current-quarter guidance in the face of a trade war between Washington and Beijing.
NVIDIA Solidifies Its Valuation
NVIDIA should be valued as a high-growth company, making PEG the most relevant metric; by this measure, it is currently undervalued. NVIDIA's sustained rapid EPS growth and industry-leading profitability justify its premium valuation and support continued upside potential. The company's Core Strategic Vision and robust platform strategy drive dominance in AI, data centers, and emerging markets, reinforcing long-term growth.
