Live Feeds
● LIVE Updated 1h ago · 20 sources tracked

Here’s How Much Nvidia Stock Is Expected to Move After Earnings

Nvidia shares rose 8.74% after-hours on strong Q2 earnings and a deal with AWS for 2 million GPUs. The company reported $96.2 billion revenue, doubling previous performance and beating forecasts. Despite a surprise 2028 revenue forecast, rising costs are squeezing margins. Nvidia's market valuation is now $5.5 trillion.

RSS Source map (20)

What changed

Investor scrutiny has increased following Nvidia's strong earnings report and deal with AWS.

Live updates

  1. Nvidia Stock Expected to Move After Earnings

    Nvidia shares rose 8.74% after-hours on strong Q2 earnings and a deal with AWS for 2 million GPUs. The company reported $96.2 billion revenue, doubling previous performance and beating forecasts. Despite a surprise 2028 revenue forecast, rising costs are squeezing margins. Nvidia's market valuation is now $5.5 trillion.

    Why it matters

    The AI hardware trade faces a supply crunch expected to continue past 2027. Nvidia's results have shifted expectations for the sector. Investors are scrutinizing the company's performance amid rising costs and a rapidly changing market.

    What is confirmed

    • Nvidia reported revenue of $96.2 billion, doubling its previous performance.
    • Nvidia's market valuation is $5.5 trillion.
    • The company provided a surprise revenue forecast for 2028.

    What to watch next

    • Nvidia's future revenue growth
    • Impact of rising costs on Nvidia's margins
    • Progress in addressing AI hardware supply crunch
    Sources used for this update (8)
    1. seekingalpha.com — Strong Results, Sharper Scrutiny As The AI Trade Gets Tested
    2. www.insidermonkey.com — Synopsys (SNPS) Targets a 42% Non-GAAP Operating Margin. How Much Is the Ansys Acquisition Distorting Profitability?
    3. 247wallst.com — XRP’s Price Is Halfway Back to $3. Here’s What XRP Needs to Reclaim Its Old High
    4. www.insidermonkey.com — Diageo (DEO) Slashes Jobs in Cost-Cutting Blitz Under “Drastic Dave”
    5. www.aol.com — Apple's big handoff and a jobs report: What to watch this week
    6. www.aol.com — It's True. SpaceX Is Coming to Louisiana. Here's How You Can Profit From That.
    7. startupfortune.com — Astera Labs Stock Soars 116% on Record AI Connectivity Chip Revenue
    8. www.fool.ca — This Stock’s First Rally Is Over: The Second Could Be Much Bigger
    confidence 90%

  2. Nvidia Shares Surge After Q2 Revenue Hits $96.2 Billion

    Nvidia shares rose 8.74% in after-hours trading following a second-quarter earnings beat and a deal with AWS for 2 million additional GPUs. The company reported revenue of $96.2 billion, doubling its previous performance and surpassing analyst forecasts. While the company provided a surprise revenue forecast for 2028, rising costs are creating a margin squeeze. The results have shifted expectations for the AI hardware trade, which faces a supply crunch that management says will continue past 2027. Nvidia now holds a market valuation of $5.5 trillion.

    Why it matters

    Investors previously viewed this earnings report as a test for the broader AI trade and potential bubble risks. The results follow a period of high volatility where options traders expected a $280 billion price swing. The Blackwell ramp remained a primary point of interest for the market.

    What is confirmed

    • Nvidia second quarter revenue doubled to $96.2 billion.
    • Nvidia shares gained 8.74% in after-hours trading.
    • The company has a market valuation of $5.5 trillion.
    • Nvidia surpassed analyst expectations for its second quarter results.

    Still unconfirmed

    • Rising costs are posing challenges for profit margins.

    What to watch next

    • Broadcom earnings report
    • Micron earnings report at month's end
    Sources used for this update (6)
    1. uk.finance.yahoo.com — Earnings live updates: Salesforce, CrowdStrike, Okta stocks surge as AI boom helps lift Q2 results
    2. www.livemint.com — NVIDIA’s $96 billion AI surge faces a margin squeeze: Can growth stay on track?
    3. www.cnbc.com — Here are 2 underappreciated positives from Nvidia's stellar earnings
    4. 247wallst.com — NVIDIA Surges 8.7% After Hours on Earnings Beat and AWS GPU Deal
    5. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: US markets turn green after Fed chief Warsh's speech at Jackson Hole
    6. www.aol.com — 3 Semiconductor Stocks to Buy Heading Into September
    confidence 90%

  3. Nvidia Shares Rise Over 4% Following Earnings Beat

    Nvidia shares gained more than 4% after the company released a second-quarter earnings report that surpassed analyst forecasts. The results follow a period of high volatility where options traders anticipated a $280 billion price swing. While some analysts predicted a fifth consecutive quarterly decline following reports, the current market reaction is positive. The company entered the report with a $91 billion revenue target and expectations surrounding the Blackwell ramp, while investors used the print as a barometer for the broader AI trade and potential bubble risks.

    Why it matters

    Nvidia is heavily dependent on hyperscalers for its growth, making its earnings a primary indicator for AI infrastructure investment. The company's Rubin debut and AI financing scrutiny have added pressure to its valuation. Recent trends showed bulls being punished in the run-up to these results despite strong historical earnings.

    What is confirmed

    • Nvidia earnings surpassed analyst forecasts.
    • Nvidia shares gained over 4% after the earnings report.

    Still unconfirmed

    • IREN stock fell 6% as traders de-risked before the Nvidia report.

    What to watch next

    • Analysis of the Blackwell ramp progress
    • Investor reaction to the Rubin debut
    • Updates on AI financing and hyperscaler spending
    Sources used for this update (20)
    1. Morningstar — Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
    2. Reuters — Nvidia shares set for $280 billion price swing after earnings, options show
    3. Bloomberg.com — Nvidia Stock Bulls Get Punished in the Run-Up to Earnings
    4. Reuters — Nvidia faces growth test as Rubin debut meets AI financing scrutiny
    5. CNBC — Nvidia’s dependence on hyperscalers faces big test in earnings report
    6. MarketWatch — Options traders are betting on the quietest Nvidia earnings reaction in years. It could be an opportunity for AI bulls.
    7. Investopedia — Here’s How Much Nvidia Stock Is Expected to Move After Earnings
    8. Yahoo Finance — Prediction: Nvidia's Shares Will Fall for a 5th Consecutive Quarter After Reporting Earnings on Aug. 26
    9. Yahoo Finance — Whatever Happens on Wednesday, Nvidia Stock Will Almost Certainly Be Cheaper After Earnings
    10. CNBC — CNBC Daily Open: Nvidia carries world of AI on its shoulders
    11. Yahoo Finance — Nvidia Earnings Today: What Its Earnings Will Reveal About AI Bubble Risk
    12. Barron's — Nvidia Paradox: Weak Stock, Strong Earnings
    confidence 90%