Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O'Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) future do a double-take.
Nvidia delivered record Q1 2027 revenue of $81.6B, up 85% YoY and 20% QoQ, far surpassing prior growth expectations. NVDA's Data Center segment led with $75.2B in revenue, while gross margin remained strong at 75% and operating expenses declined as a percentage of revenue. Capital returns surged: $20B returned in Q1, a new $80B buyback authorization, and a 25x dividend increase to $0.25 per share.
Nvidia (NVDA) delivered an 85% YoY revenue surge to $81.62B, beat estimates, and announced an $80B buyback plus a 2400% dividend hike. SpaceX's (SPCX) S-1 reveals Starlink as a financial engine with $11.4B revenue and $4.4B operating income, while its AI segment posted a $6.4B operating loss.
Nvidia stock didn't get much of a boost from a stellar earnings report as investors focus on competition in AI chips.
Nvidia (NASDAQ: NVDA) has once again beaten quarterly expectations, this time with additional stock news, including a 2,400% dividend hike announced on May 20.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock everyone is talking about, riding a $5.34 trillion market cap on the back of an AI capex wave that has lifted shares 62.77% over the past year.
Competition is growing, but the AI chip maker's sluggish stock doesn't give enough credit for its strong position.
NVDA's Q1 call spotlights AI demand spreading beyond hyperscalers, with a new reporting structure, bigger CPU ambitions, and aggressive supply commitments.
While Nvidia's (NASDAQ: NVDA) decision to undertake a massive stock buyback program and increase its dividend yield is, undeniably, a positive development for all of the company's shareholders, there is arguably no greater beneficiary than company CEO Jensen Huang.
Nvidia notches another stellar quarter with revenue soaring by 85 per cent to more than $80bn. The chip giant has also announced the same amount in share buy-backs.
Together with achieving a double beat with strong earnings and revenue growth, Nvidia (NASDAQ: NVDA) unveiled additional stock-related developments as part of its quarterly report published after the evening bell on May 20.
Asian shares advanced on Thursday, led by chipmakers, after Nvidia's forecast reinforced optimism over artificial intelligence demand and Samsung Electronics averted an immediate strike that had threatened to disrupt one of the world's most important semiconductor supply chains. The MSCI Asia ex-Japan index rose 2.6%, while South Korea's KOSPI jumped more than 7%.