A hotter-than-expected inflation report pushed Nvidia down more than 3% in one session, as investors worried about interest rate hikes that would raise borrowing costs for companies building AI data centers. Fiscal second-quarter revenue still reached $96.2 billion, up 106%, with data center sales up 117%, and the company guided fiscal third-quarter revenue to $108.0 billion, plus or minus 2%, excluding data center compute sales to China. Gross margin was 75.0% in the quarter. The article's main question is whether Nvidia's customers can keep paying for chips, pointing to CoreWeave's sharp drop after its bond yield chart spread online and the doubts it raised about its heavy debt. Nvidia has announced financing partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR aimed at bringing more than $500 billion of outside capital into AI infrastructure over time, though definitive agreements are still needed.
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NVDAearningsinterest ratesCoreWeave
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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