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● TRACKER Updated 19d ago · 10 sources tracked

What to Expect in Markets This Week: Nvidia Earnings; Software Firms, Discount Stores Also Report

Nvidia reported fiscal 2027 second quarter revenue of $96.22 billion, a 106% increase that beat the $92.165 billion consensus estimate. Adjusted earnings per share rose 128% to $2.46, exceeding the $2.10 estimate. The company provided a fiscal 2028 revenue growth forecast of 70%. Following the report and a conference call with CFO Colette Kress, Nvidia shares rose more than 4%. These results, alongside Salesforce earnings, have pushed Dow, S&P 500, and Nasdaq futures higher as investors shift focus back to the Federal Reserve.

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  • ✓ Nvidia fiscal 2027 second quarter revenue increased 106% to $96.22 billion.
  • ✓ Nvidia adjusted earnings per share increased 128% to $2.46.
  • ✓ Nvidia forecasts fiscal 2028 revenue growth of 70%.
  • ✓ Wall Street analysts raised price targets for Nvidia after the quarterly release.
🛡️ Source Corroboration: 10 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Nvidia released Q2 2027 financial results and a fiscal 2028 growth forecast.

Live updates

  1. Nvidia Beats Expectations with 106% Revenue Growth; Tech Futures Rise

    Nvidia reported fiscal 2027 second quarter revenue of $96.22 billion, a 106% increase that beat the $92.165 billion consensus estimate. Adjusted earnings per share rose 128% to $2.46, exceeding the $2.10 estimate. The company provided a fiscal 2028 revenue growth forecast of 70%. Following the report and a conference call with CFO Colette Kress, Nvidia shares rose more than 4%. These results, alongside Salesforce earnings, have pushed Dow, S&P 500, and Nasdaq futures higher as investors shift focus back to the Federal Reserve.

    Why it matters

    Nvidia results often influence a broad range of stocks beyond the chipmaker. Despite consistently beating topline metrics over the last year, the stock has previously faced investor penalties immediately following earnings reports. This cycle tests if high-growth tech can sustain momentum amid broader economic rotations.

    What is confirmed

    • Nvidia fiscal 2027 second quarter revenue increased 106% to $96.22 billion.
    • Nvidia adjusted earnings per share increased 128% to $2.46.
    • Nvidia forecasts fiscal 2028 revenue growth of 70%.
    • Wall Street analysts raised price targets for Nvidia after the quarterly release.

    Still unconfirmed

    • Persistent Systems will maintain a pre-tax margin of 16-17% despite July wage hikes.

    What to watch next

    • Federal Reserve communications from the Jackson Hole symposium
    • Further market reaction to Salesforce financial results
    Sources used for this update (7)
    1. economictimes.indiatimes.com — Persistent systems Q4 results
    2. www.cnbc.com — The stocks that tend to move with Nvidia earnings, and the ones that don't
    3. www.cnbc.com — Nvidia's 'expectations premium' dogs the stock after earnings. Here's what analysts are watching
    4. www.cnbc.com — Nvidia forecasts fiscal '28 revenue growth of 70%, soaring past estimates: Live updates
    5. www.cnbc.com — Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
    6. www.cnbc.com — Nvidia just had another blowout quarter, leaving analysts even more bullish on the chipmaker
    7. finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq futures rise as Nvidia, Salesforce earnings boost tech
    confidence 100%

  2. Nvidia Earnings and Federal Reserve Meeting Lead Market Focus

    Investors are prioritizing Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium this week. Along with the AI chipmaker, software firms including Salesforce and various discount stores are scheduled to report financial results. Market participants are also monitoring inflation data and GDP figures to gauge economic health. These events occur as the stock market undergoes a mid-rotation phase, testing the resilience of high-growth tech stocks against broader economic indicators.

    Why it matters

    Nvidia's performance serves as a primary proxy for the commercial viability of artificial intelligence investments. The Jackson Hole meeting typically provides signals regarding future interest rate trajectories. Together, these events determine whether the current market rotation will persist or reverse.

    What is confirmed

    • Nvidia is scheduled to report earnings this week.
    • The Federal Reserve is holding a conference at Jackson Hole.
    • Software companies and discount stores are reporting earnings this week.

    Still unconfirmed

    • The stock market is currently in a mid-rotation phase.

    What to watch next

    • Nvidia earnings report on Wednesday night
    • Federal Reserve communications from the Jackson Hole symposium
    • Release of inflation and GDP data
    Sources used for this update (8)
    1. Yahoo Finance — Nvidia earnings and Jackson Hole: What to watch this week
    2. Investopedia — What to Expect in Markets This Week: Nvidia Earnings; Software Firms, Discount Stores Also Report
    3. Barron's — Nvidia, Fed Confab, Inflation, GDP, and More to Watch This Week
    4. Seeking Alpha — Wall Street Week Ahead
    5. The Information — Nvidia, Salesforce Are in Spotlight This Week
    6. Bloomberg — Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation
    7. CNBC — CNBC Daily Open: The cost of AI, trade showdown and Iran's 'economic D-day'
    8. www.cnbc.com — Here's what the charts say about Nvidia's stock heading into earnings
    confidence 95%
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