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13 Jul 2026, 18:48 UTC · 4h ago
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NVIDIA guided fiscal Q2 2027 revenue to $91 billion, specifically excluding any potential recovery in China data center compute revenue. — Strong forward guidance combined with a conservative 'zero-China' assumption creates significant upside potential if that market recovers.
+0.80NVIDIA's quarterly net income surged 210.63% year-over-year to $58.32 billion, with profitability scaling faster than revenue. — Extreme profit growth at a mega-cap scale validates the sustainability of the AI infrastructure cycle and improves valuation metrics.
+0.70The board authorized $80 billion in new share buybacks and increased the quarterly dividend 25-fold to $0.25 per share. — Aggressive capital return programs provide a floor for the stock price and signal management's confidence in long-term cash flow.
+0.60Continue reading
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Non-GAAP gross margins expanded to 75.0% from 60.8% year-over-year. — Significant margin expansion at hyperscale indicates strong pricing power and operational efficiency.
+0.50NVIDIA has $119 billion in supply commitments to support the Blackwell 300 ramp and the Vera Rubin platform. — High supply commitments underscore the massive scale of upcoming product cycles and future revenue visibility.
+0.40Which stocks this story touches
The company reported explosive net income growth, strong revenue beats, a massive dividend hike, and substantial buyback authorizations.
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