BORSA: Stock News & Alerts Free on the App Store Free on Google Play Get Get ×
← The wire · Wednesday, August 26 Nvidia beats Q2 estimates, guides Q3 above consensus, sees ~70% FY28 growth Nvidia reported Q2 revenue of $96.2B, above the $92.2B estimate, with adjusted EPS of $2.22 versus $2.10 expected. Data center revenue hit $89B. Q3 revenue guidance of $108B topped the $104.2B consensus. CFO Colette Kress said FY28 revenue is expected to grow approximately 70%, a supply-constrained outlook. CEO Jensen Huang said AI has reached its inflection point and demand is accelerating. Stock initially fell then surged, closing up over 8% on the day.
Sentiment bullish 85
Strongly bullish · 85 of 100 Impact 90
high · market-wide Confidence 90%
high confidence · 29 wires Event developing
v29 · alerted to followers News Calendar Reports Stocks Sign in NDAQ Prev. session −0.10% $93.87 Oct 16, 19:56 ET TSLA Prev. session −0.64% $352.46 Oct 16, 19:59 ET SPCX Prev. session −0.37% $145.49 Oct 16, 19:59 ET CLF Prev. session −0.58% $12.08 Oct 16, 19:59 ET MCO Prev. session −0.02% $485.07 Oct 16, 19:32 ET NFLX Prev. session −0.26% $70.35 Oct 16, 19:59 ET AAPL Prev. session −0.19% $342.81 Oct 16, 19:59 ET BKR Prev. session +0.32% $55.88 Oct 16, 19:47 ET BX Prev. session +0.12% $106.77 Oct 16, 19:59 ET GP Prev. session −5.68% $0.30 Oct 16, 19:49 ET ULS Prev. session −0.04% $73.31 Oct 16, 19:30 ET DELL Prev. session −0.50% $449.30 Oct 16, 19:59 ET SCHW Prev. session +0.04% $92.00 Oct 16, 19:46 ET SMTC Prev. session −0.90% $135.50 Oct 16, 19:59 ET VRNS Prev. session −0.45% $48.50 Oct 16, 19:30 ET TWLO Prev. session −1.38% $241.00 Oct 16, 19:58 ET NVDA Prev. session −0.22% $213.66 Oct 16, 19:59 ET CJMB Prev. session −6.82% $2.05 Oct 16, 19:30 ET T Prev. session −0.13% $23.40 Oct 16, 19:57 ET CBOE Prev. session −0.84% $312.50 Oct 16, 19:51 ET FCEL Prev. session −1.02% $12.87 Oct 16, 19:59 ET STLA Prev. session −0.34% $4.35 Oct 16, 19:59 ET BLK Prev. session −0.37% $1,130.51 Oct 16, 19:58 ET MORN Prev. session −1.40% $204.47 Oct 16, 19:32 ET GS Prev. session −0.32% $877.71 Oct 16, 19:59 ET ORCL Prev. session −0.34% $127.80 Oct 16, 19:59 ET ANET Prev. session −0.40% $176.28 Oct 16, 19:59 ET Q Prev. session +0.23% $115.50 Oct 16, 19:30 ET UNH Prev. session −0.16% $400.80 Oct 16, 19:59 ET C Prev. session −0.04% $124.22 Oct 16, 19:59 ET NDAQ Prev. session −0.10% $93.87 Oct 16, 19:56 ET TSLA Prev. session −0.64% $352.46 Oct 16, 19:59 ET SPCX Prev. session −0.37% $145.49 Oct 16, 19:59 ET CLF Prev. session −0.58% $12.08 Oct 16, 19:59 ET MCO Prev. session −0.02% $485.07 Oct 16, 19:32 ET NFLX Prev. session −0.26% $70.35 Oct 16, 19:59 ET AAPL Prev. session −0.19% $342.81 Oct 16, 19:59 ET BKR Prev. session +0.32% $55.88 Oct 16, 19:47 ET BX Prev. session +0.12% $106.77 Oct 16, 19:59 ET GP Prev. session −5.68% $0.30 Oct 16, 19:49 ET ULS Prev. session −0.04% $73.31 Oct 16, 19:30 ET DELL Prev. session −0.50% $449.30 Oct 16, 19:59 ET SCHW Prev. session +0.04% $92.00 Oct 16, 19:46 ET SMTC Prev. session −0.90% $135.50 Oct 16, 19:59 ET VRNS Prev. session −0.45% $48.50 Oct 16, 19:30 ET TWLO Prev. session −1.38% $241.00 Oct 16, 19:58 ET NVDA Prev. session −0.22% $213.66 Oct 16, 19:59 ET CJMB Prev. session −6.82% $2.05 Oct 16, 19:30 ET T Prev. session −0.13% $23.40 Oct 16, 19:57 ET CBOE Prev. session −0.84% $312.50 Oct 16, 19:51 ET FCEL Prev. session −1.02% $12.87 Oct 16, 19:59 ET STLA Prev. session −0.34% $4.35 Oct 16, 19:59 ET BLK Prev. session −0.37% $1,130.51 Oct 16, 19:58 ET MORN Prev. session −1.40% $204.47 Oct 16, 19:32 ET GS Prev. session −0.32% $877.71 Oct 16, 19:59 ET ORCL Prev. session −0.34% $127.80 Oct 16, 19:59 ET ANET Prev. session −0.40% $176.28 Oct 16, 19:59 ET Q Prev. session +0.23% $115.50 Oct 16, 19:30 ET UNH Prev. session −0.16% $400.80 Oct 16, 19:59 ET C Prev. session −0.04% $124.22 Oct 16, 19:59 ET Q2 FY27 revenue: $96.2B (est. $92.2B), +106% YoY. Adj EPS: $2.22 (est. $2.10), +120% YoY. Data center revenue: $89.0B (est. $85.8B), +117% YoY. Hyperscale data center: $48.7B; AI Clouds, Industrial & Enterprise: $40.3B; Edge Computing: $7.2B. Adj gross margin: 75.0% (in line with est.), +250 bps YoY. Q3 revenue guidance: $108.0B +/-2% (est. $104.2B). FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read $NVDA on BORSA NVIDIA
$213.66 −0.22% end of day
NEWS READ Bullish
MATERIAL EVENTS 24H 4
STORIES 30D 107
More on NVIDIA (NVDA) newest first
NVIDIA (NVDA) stock news → How it developed 29 wires · newest first
Wed to Thu Thu 4:32 PM Nvidia closes up more than 8% after double earnings beat bullish 85 · impact 80Thu 12:51 PM Nvidia on pace for best day since April 2025, biggest single-day market cap gain ever bullish 90 · impact 80Thu 12:14 PM Nvidia up 8.5%, adds ~$435 billion in market cap bullish 85 · impact 80Thu 11:25 AM Nvidia extends gains past 8%, on track for $410 billion market cap gain bullish 90 · impact 90Thu 9:32 AM Nvidia jumps 7.1% at the open, adding $359 billion in value bullish 85 · impact 80Thu 4:56 AM Nvidia extends gains to over 8%, adds $400 billion in market cap since earnings bullish 85 · impact 80Thu 4:18 AM Nvidia shares extend gains to 7% after strong forecast bullish 85 · impact 70Where this story sits ringed dot is this story
Every story, complete free account
A free account opens the reasons behind every story, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone, plus 3 complete ticker and report views a day. BORSA Plus removes the daily limit and adds alerts on your names.
Create a free account · no card → BORSA uses AI-assisted classification and synthesis with deterministic event controls. Market sentiment is informational and is not individualized investment advice.
Wed 8:36 PM
Nvidia's 70% FY28 growth forecast lifts Nasdaq futures 1.2%, shares jump 4.2%
bullish 80 · impact 75
Wed 6:24 PM Nvidia CFO: FY28 revenue outlook about 70% higher year over year bullish 70 · impact 70
Wed 5:53 PM $NVDA CEO: its revenue opportunity per gigawatt has increased sharply with each platform Hopper bullish 80 · impact 60
Wed 5:51 PM Nvidia $NVDA CEO on its ~70% FY28 growth outlook:
“The unconstrained would be a lot higher.”
Nvidia has secured significant supply but still needs “a lot more” capacity to meet demand.
Wed 5:45 PM Nvidia shares surge over 5% after record results bullish 80 · impact 60
Wed 5:24 PM Nvidia, $NVDA, erases all losses and surges +5% after reporting record earnings results. The stock has now added +$250 billion in market cap in after hours trading. bullish 70 · impact 70
Wed 5:07 PM NVIDIA $NVDA JUST SAID:
"We expect to grow revenue by ~70% in fiscal 2028. This is a supply constrained outlook"
"Customers forecasts point to our growth doubling next year. However, as I mentioned earlier, we expect to grow approximately 70% as we are. Supply constrained. NVIDIA compute is fully utilized across every cloud we serve"
Wed 5:05 PM Nvidia CFO: revenue expected to grow about 70% in FY28 even with supply-constrained outlook bullish 80 · impact 60
Wed 5:05 PM Nvidia $NVDA CFO: “We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply-constrained outlook.” https://t.co/jBXk2Gx91u
Wed 4:50 PM Nvidia reports $96.2 billion in quarterly revenue, more than double last year bullish 70 · impact 60
Wed 4:41 PM Nvidia: one direct customer represented 16% of Q2 revenue bearish 35 · impact 30
Wed 4:31 PM Nvidia Q2 revenue breakdown: hyperscale $48.7B, ACIE $40.3B, edge $7.2B bullish 85 · impact 80
Wed 4:31 PM Nvidia: China Hopper shipments were less than 1% of Q2 data center revenue bullish 65 · impact 30
Wed 4:30 PM Nvidia Q2 segment detail: data center $89B, hyperscale $48.7B, edge $7.2B bullish 80 · impact 80
Wed 4:26 PM Nvidia CFO: supply commitments surged to $279B from $119B, primarily for memory bullish 70 · impact 60
Wed 4:24 PM Nvidia CEO: AI has reached inflection point, compute is revenue, demand accelerating bullish 85 · impact 75
Wed 4:22 PM Nvidia stock falls 4% after record revenue, earnings beat, raised guidance bearish 30 · impact 10
Wed 4:22 PM Nvidia sees Q3 revenue of $108B versus $104.2B estimate, gross margins 74.0% +/-50 bps bullish 70 · impact 60
Wed 4:21 PM Nvidia posts Q2 revenue of $96.2B, beats estimates; data center revenue up 117% bullish 80 · impact 75
Wed 4:21 PM Nvidia reports Q2 revenue of $96B, EPS of $2.22, beating estimates bullish 80 · impact 60
Wed 4:20 PM Nvidia Q2 revenue $96.2B beats $92.2B estimate, Q3 guide above consensus bullish 85 · impact 80
Wed 3:31 PM Nvidia earnings released after hours neutral 50 · impact 60 · this page Zelenskiy: Starlink speed limits block Ukraine's drone interceptors Fed Likely to Pause in October but Raise Rates Again as Soon as December, Barron's Reports S&P 500, Nasdaq Break Key Levels; AI Stocks Dive Ahead of Meta, Tesla Earnings Oracle downgrade risk grows as AI debt concerns spread Blue Owl stock down 67% from peak as redemption requests surge, founders blame media GreenPower Motor receives Nasdaq minimum bid price deficiency notice Stocks slide, Nasdaq logs worst weekly loss since June on CoreWeave AI debt fears The US deficit widened to $1.99 trillion for FY2026, up +12% from the $1.78 trillion recorded last year. Spending rose by +6%, to $7.4 trillion, and NET interest officially rose Nasdaq Tumbles 2.2% as Tech Rout Continues; Consumer Stocks Gain AI spending fears hit chip stocks; CoreWeave plunges 12%, Lam Research drops 4.9% for 10th straight decline Nasdaq 100 closes week down 5.5%, largest weekly decline since April 2025 Roundup: Bitcoin Correlations Shift, Canada Housing Soft, Euro Under Pressure Nasdaq 100 down 3%, on track for biggest weekly decline since April 2025 Brent crude rises above $112 a barrel, first time since May 6 Zelensky: Russia launches major attack on Ukraine energy with 320+ drones, missiles Canada minister threatens Cleveland-Cliffs with forced asset sale over Stelco layoffs Egypt president vows to protect Saudi Arabia, calls emergency parliament session BlackRock's Rieder: TINA Era Over, Sees Bond Opportunities in Short-Term, AI Hyperscaler, EM Debt Iran provides Houthis with targeting data and intelligence for Saudi attacks SoftBank in talks to acquire Allied Universal, FT reports Fed Chair Warsh's Silence on Rate Path Adds to Market Uncertainty Bond Investors See Inflation Cooling While Consumers Remain Skeptical Our Bond Inc. (OBAI) halted on pending news GreenPower Motor (GP) halted pending news Tech stocks slide as CoreWeave credit fears mount Eli Lilly reports 19.9% stake in TRex Bio Callan JMB receives Nasdaq delisting letter for not meeting equity requirement extension terms NASDAQ Composite drops 4.48% for the week, largest weekly decline since June 2026 CoreWeave shares fall 12%, weekly selloff reaches 25% Treasury Yields Fall as Bond Market Turmoil Subsides; Industrial Production Rises Treasury yields fall across the curve this week; 10-year posts largest weekly drop since Feb 2026 CoreWeave stock slump deepens, weekly decline reaches 25% NBA bans prop bets after match-fixing scandals; DraftKings shares fall 3% Tesla Energy Head Mike Snyder Reportedly Out Anthropic projects AI could lift US GDP to $44 trillion by 2030 Trump: iran could be over very soon Nasdaq Falls 2% as Tesla Roadster Unveiled, Apple Nears Breakout S&P 500 unofficially closes down 1.06%, Dow -0.40%, Nasdaq -2.13% U.S. natural gas futures settle 3.7% lower at $3.116/mmBtu Iran's Assembly of Experts warns US war threats serious, urges readiness Tesla's flying Roadster reveal signals Musk's exit from mainstream car market Beijing warns Brussels against unrealistic trade expectations after 'kill switch' threat EU EV Preferential Treatment Excludes Japanese Models Under France-Germany Pact KKR's McVey Sees Broad Fixed-Investment Boom Benefiting Asia, India, Europe Germany to release more oil stocks following G7 agreement Saudi civil defense warns of possible threat in Khamis Mushait and Abha US equity ETFs see record $1.4 trillion inflows in 12 months WSJ Dollar Index Falls 0.30% This Week to 97.09 Iran-backed militias sending money to cash-starved IRGC, CENTCOM commander says S&P 500 Posts 1.95% Weekly Drop, Closes at 7659.44 Dow Jones stocks show bullish moves as defensive rotation accelerates United Kingdom's US Treasury holdings rose to $1.010 trillion in August from $998 billion in July Japan's US Treasury holdings fell to $1.068 trillion in August from $1.104 trillion in July Cleveland-Cliffs CEO: tariffs pressure galvanized steel market Russia and Iran discuss gas agreement and Caucasus energy network integration $TSLA 50·80 $SPCX 20·70 $CLF 30·65 $BLK 50·60 $LLY 80·60 $NDAQ 30·50 $TSLA 35·40 $AAPL 65·40 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
