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. 58 clean stories shaped this window, with sentiment bullish at 63/100. Also in focus: Trump warns Iran, discusses Putin, signs Lake America order, touts Micron.