NVIDIA's fiscal Q2 2027 revenue reached $96.22 billion, up 105.85% and above the $92.07 billion estimate, yet the shares fell 8.91% over the week. The 24/7 Wall St. model sets a $263.54 price target and rates the stock a buy, versus a midday Thursday price of $216.30, while the consensus analyst target stands at $328.72. Management guided third-quarter revenue to $108 billion and said supply is the limiting factor, with Data Center revenue up 117% to $89.023 billion in the quarter. Risks cited include $279 billion in supply commitments, days sales outstanding rising to 60 from 45, and guidance that excludes China Data Center compute revenue. The article says the November 17 earnings report will show whether the Vera Rubin ramp is on schedule.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
NVDAearningsdata centersWall Street
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Wall Street is mixed as more drops for AI stocks offset some strong profit reports – KTBB News , Weather , Talk
- US futures dip as AI sell - off returns and oil prices rise sharply
- Wall Street Loves This Corner of the Stock Market As AI Trade Falters
Financial markets have been volatile, and many Wall Street analysts are urging investors to shift toward quality stocks, meaning companies with long records of earnings growth, durable competitive advantages, low debt and proven management. Sticky inflation, government borrowing and heavy spending on AI infrastructure have pushed rates higher, hitting AI-linked chip and cloud stocks over the past few weeks. Morgan Stanley, Goldman Sachs and Piper Sandler all highlight the quality factor, and Morgan Stanley notes that when earnings revisions breadth is at its current top-range level, high-quality stocks have outperformed low-quality ones by about 8% over the following 12 months on average. Some managers, such as AllianceBernstein's James Russo, are pivoting hard into quality while keeping large hyperscalers and chip stocks with durable advantages.
- Global shares mostly decline after AI stocks lead a rebound on Wall Street
- AI stocks lead a rebound on Wall Street as European markets drop following protests
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street – Winnipeg Free Press
Asian shares were mostly lower in cautious trading on Tuesday as AI-related stocks rebounded on Wall Street while other sectors stayed shaky and oil prices remained high. Japan's Nikkei 225 fell 0.6% to 64,512.35, South Korea's Kospi dropped 2.8% to 5,605.31, and Hong Kong's Hang Seng slipped nearly 1.0% to 23,947.37. The S&P 500 rose 0.4% to 7,690.73 after its worst week since June, the Nasdaq gained 1.1%, and the Dow Jones dipped 0.1% to 51,966.03. The 10-year Treasury yield climbed to 5.14%, benchmark U.S. crude rose to $103.50 a barrel and Brent to $109.47, while uncertainty persists over when the war with Iran will let the energy industry return to normal.
Related markets
Latest news
- Why Anthropic's $80.7B in net losses shouldn't worry IPO investors
A Yahoo Finance video features B. Riley Wealth Chief Market Strategist Art Hogan discussing Anthropic's (ANTH.PVT) reported IPO draft. The draft reportedly discloses about $80.7 billion in net losses for the first half of 2026.
- How major US stock indexes fared Tuesday 10/20/2026
U.S. stocks mostly rose on Tuesday after strong earnings from Equifax, Hasbro and other companies, while oil prices eased after nearing their highest level since the war with Iran began. Brent crude fell below $109 a barrel after nearing $112 in the morning. The S&P 500 gained 0.3% to 7,712.57, and the Dow rose 1% to 52,495.88, while the Nasdaq composite slipped less than 0.1% as drops in Apple and Meta Platforms weighed on big tech. The Russell 2000 rose 1.7%, and the S&P 500 is up 12.7% for the year.
- Chevron Is Pouring Billions Into Venezuela. Here's the 1 Number Investors Should Watch.
Chevron plans to invest more than $7 billion in Venezuela over the next five years, after securing improved commercial and legal terms for its joint ventures and additional acreage in the Orinoco Belt. The article says the key figure to watch is the production target of 600,000 barrels per day, more than double 2026 output, as its three joint ventures produced about 280,000 barrels per day in the second quarter of 2026, up 15% from the prior six months. The roughly 320,000 barrels per day of added output could represent about $8.2 billion in annual gross oil sales at an illustrative $70 per barrel, before operating costs, government payments and ownership stakes. Chevron expects production costs to stay below $20 per barrel, but political, regulatory and infrastructure risks remain significant. The target equals roughly 8% of Chevron's more than 4 million barrels of oil equivalent per day, although its actual share would be smaller because it does not fully own the joint ventures.
- SpaceX's Q3 revenue beats expectations: Earnings breakdown
SpaceX (SPCX) reported third-quarter results after Tuesday's close, with revenue of $14.58 billion versus analysts' estimates of $12.87 billion and net income of $4.4 billion versus about $1.9 billion expected. Connectivity revenue reached $5.25 billion against $4.9 billion expected, while the presenter cited AI revenue of $7.56 billion as the largest revenue component. Total costs rose to $11.8 billion, above the $11.2 billion estimate, but total capex of $19.59 billion came in slightly below the $19.68 billion forecast, and EBITDA of $8.81 billion beat the $6.59 billion estimate. Shares were up about 1% in after-hours trading, and the CFO said the company delivered another strong quarter while focusing on capital efficiency and a robust investment-grade balance sheet.
- Microsoft, Alphabet, Goldman Sachs Join Growing List of Companies Objecting to Tokenized Stocks
Seven more companies, including Microsoft, Alphabet, Goldman Sachs, Qualcomm, Caterpillar, McDonald's and Western Digital, have objected to their shares trading on OKXICE TSV, according to an updated notice dated Oct. 19. The total number of objecting issuers is now 16, up from nine in the Oct. 15 notice, and neither notice gives reasons. OKXICE TSV is a planned tokenized stock venue from OKX and Intercontinental Exchange, set to run 24/7 on Uniswap v4 pools on XLayer and settle trades in USDC and USDT. The updated notice also allows tokenized shares from the issuers themselves, not only third parties, and the venue will operate under the SEC's innovation exemption without being subject to Regulation NMS.
- Microsoft, Alphabet, Goldman Sachs Join Growing List of Companies Objecting to Tokenized Stocks
Microsoft, Alphabet, Goldman Sachs, Qualcomm, Caterpillar, McDonald’s and Western Digital have objected to their shares trading on OKXICE TSV, according to an Oct. 19 notice. The total number of objecting issuers rose to 16 from nine in the venue’s Oct. 15 notice, though neither notice gives reasons. The updated notice also says the venue may offer stocks tokenized by the issuers themselves, not only by third parties. OKXICE TSV is a planned 24/7 tokenized stock venue from OKX and ICE, running on Uniswap v4 pools on XLayer with stablecoin settlement under the SEC's innovation exemption. Nasdaq, which has its own tokenized securities pilot, said it will opt its shares out of the exemption.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.