247 Wallst
07 Jun 2026, 00:15 UTC · 3h ago
$10,000 Invested in XLK on New Year’s Eve Is Worth $13,434 Today
247 Wallst
07 Jun 2026, 00:15 UTC · 3h ago
Story key points
5 claims · impact-rated
NVIDIA reported Q1 FY27 revenue of $81.6 billion (up 85% YoY) with Data Center revenue growing 92% to $75.2 billion. — Extreme growth in the primary AI driver suggests sustained demand and validates the AI infrastructure investment thesis.
+0.80NVIDIA's Q2 revenue guidance of $91.0 billion explicitly excludes any contributions from China data-center compute. — Demonstrates that growth is organically strong enough to offset geopolitical headwinds, creating a potential upside if China restrictions ease.
+0.60NVIDIA and Apple authorized substantial new share buybacks of $80 billion and $100 billion respectively. — Aggressive capital return programs support share prices and boost EPS by reducing float.
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Apple reported its best March quarter ever with $111.2 billion in revenue and double-digit growth across all geographic segments. — Signals strong consumer demand for the iPhone 17 lineup and stability in the second-largest holding of the tech sector.
NVIDIA holds $119.0 billion in total supply-related commitments, making the fund sensitive to hyperscaler capex guides from Microsoft, Amazon, Google, and Meta. — Creates a concentrated risk where any reduction in big-tech spending would immediately turn supply commitments into an inventory glut.
-0.30Ticker attribution
Model heads
Reported massive revenue growth of 85%, strong Data Center performance, and authorized $80 billion in buybacks.
Delivered its best March quarter ever with record iPhone revenue and a fresh $100 billion buyback authorization.
Mentioned as a top holding in the outperforming XLK fund and a key hyperscale driver of AI infrastructure.
Identified as part of the group riding the AI infrastructure wave contributing to XLK's gains.
Identified as part of the group riding the AI infrastructure wave contributing to XLK's gains.
Identified as part of the group riding the AI infrastructure wave contributing to XLK's gains.
Identified as part of the group riding the AI infrastructure wave contributing to XLK's gains.
Identified as part of the group riding the AI infrastructure wave contributing to XLK's gains.
Mentioned as a hyperscale customer whose capex guides are a leading indicator for AI growth.
Mentioned as a hyperscale customer whose capex guides are a leading indicator for AI growth.
Mentioned as a hyperscale customer whose capex guides are a leading indicator for AI growth.
[b_to_a] Amazon is identified as one of the leading hyperscale customers contributing to NVIDIA's Data Center revenue.
[b_to_a] Meta is identified as one of the leading hyperscale customers contributing to NVIDIA's Data Center revenue.
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The Motley Fool
3h ago
[b_to_a] Microsoft is identified as one of the leading hyperscale customers contributing to NVIDIA's Data Center revenue.
[b_to_a] Google is identified as one of the leading hyperscale customers contributing to NVIDIA's Data Center revenue.
