23 days ago
Constance Zimmer spent part of 2026 promoting one of the most acclaimed roles of her career while privately undergoing treatment after a breast cancer diagnosis.
The 55-year-old UnREAL actress revealed on October 4 that she learned on March 13 that she had ductal carcinoma in situ, or DCIS. Zimmer said she received the news during a Zoom appointment while she was away from home and immediately began thinking about how to tell her husband, Russ Lamoureux, and their daughter, Colette.
"The silence was deafening," Zimmer wrote in her Instagram announcement. What followed, she said, was an overwhelming stretch of medical consultations that eventually led to three surgeries in three consecutive weeks and radiation treatment.
Much of that happened while Zimmer was appearing publicly for FX's Love Story: John F. Kennedy Jr. & Carolyn Bessette, a performance that later earned her an Emmy nomination. Seven months after the diagnosis, Zimmer says she is cancer-free.
Zimmer described the period after her diagnosis as mentally exhausting as she sought opinions from several doctors about how to treat the DCIS.
#diagnosis #dcis
The 55-year-old UnREAL actress revealed on October 4 that she learned on March 13 that she had ductal carcinoma in situ, or DCIS. Zimmer said she received the news during a Zoom appointment while she was away from home and immediately began thinking about how to tell her husband, Russ Lamoureux, and their daughter, Colette.
"The silence was deafening," Zimmer wrote in her Instagram announcement. What followed, she said, was an overwhelming stretch of medical consultations that eventually led to three surgeries in three consecutive weeks and radiation treatment.
Much of that happened while Zimmer was appearing publicly for FX's Love Story: John F. Kennedy Jr. & Carolyn Bessette, a performance that later earned her an Emmy nomination. Seven months after the diagnosis, Zimmer says she is cancer-free.
Zimmer described the period after her diagnosis as mentally exhausting as she sought opinions from several doctors about how to treat the DCIS.
#diagnosis #dcis
2 months ago
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average **** yst estimate tracked by LSEG, marking the company's first-ever year-ahead revenue forecast.
Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 revenue near $673 billion to $700 billion. It would put Nvidia ahead of Apple and Alphabet and behind only Amazon among U.S. tech companies by revenue. The forecast followed fiscal second-quarter results that beat expectations across the board: revenue more than doubled to $96.22 billion, up 106% year over year, with data center revenue of $89 billion, up 117%, now making up 92% of total sales.
CEO Jensen Huang told investors AI has reached the point where it is doing productive, profitable work and that computing capacity itself is now translating directly into revenue. Shares jumped roughly 8.7% on the news, lifting the broader semiconductor sector. Management said the 70% figure shows supply constraints, primarily memory component shortages, rather than a ceiling on actual demand, and the outlook excludes China data center revenue.
The current quarter already delivered, not just promised. Revenue of $96.22 billion beat estimates by roughly $4 billion, and data center revenue's 117% year-over-year jump shows the AI buildout is generating historic growth today, not just in a projection.
NVIDIA Corporation (NASDAQ:NVDA)'s customer base is broadening, which could reduce concentration risk. Huang said demand is now coming from hyperscale cloud providers alongside sovereign AI programs, neoclouds, AI startups, and enterprises. It means future growth depends less on any single large customer's spending decisions.
#year #corporation
Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 revenue near $673 billion to $700 billion. It would put Nvidia ahead of Apple and Alphabet and behind only Amazon among U.S. tech companies by revenue. The forecast followed fiscal second-quarter results that beat expectations across the board: revenue more than doubled to $96.22 billion, up 106% year over year, with data center revenue of $89 billion, up 117%, now making up 92% of total sales.
CEO Jensen Huang told investors AI has reached the point where it is doing productive, profitable work and that computing capacity itself is now translating directly into revenue. Shares jumped roughly 8.7% on the news, lifting the broader semiconductor sector. Management said the 70% figure shows supply constraints, primarily memory component shortages, rather than a ceiling on actual demand, and the outlook excludes China data center revenue.
The current quarter already delivered, not just promised. Revenue of $96.22 billion beat estimates by roughly $4 billion, and data center revenue's 117% year-over-year jump shows the AI buildout is generating historic growth today, not just in a projection.
NVIDIA Corporation (NASDAQ:NVDA)'s customer base is broadening, which could reduce concentration risk. Huang said demand is now coming from hyperscale cloud providers alongside sovereign AI programs, neoclouds, AI startups, and enterprises. It means future growth depends less on any single large customer's spending decisions.
#year #corporation
2 months ago
NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and ****** eX, for an outsized share of revenue, and in May began splitting its data center reporting into "hyperscalers" versus everyone else, a group it calls AI clouds, industrial, and enterprise, or ACIE. In the first quarter, the two segments were nearly even, at $37.9 billion for hyperscalers and $37.5 billion for ACIE, with ACIE growing 31% versus a slower pace for hyperscalers. CEO Jensen Huang has said the "easiest go-to-market" is hyperscalers "because there are only five or six of them," versus "250,000 companies" in the broader industry Nvidia hopes to reach.
NVIDIA Corporation (NASDAQ:NVDA)'s actual results answered the concentration question better than investors feared. In a later quarter, Data Center revenue reached $89 billion (beating the $85.8 billion forecast), while CFO Colette Kress noted that hyperscale revenue more than doubled. ACIE revenue surged 138%, an outcome showing the smaller, more diversified customer base is now growing even faster than the concentrated hyperscaler group Nvidia has leaned on most heavily.
Huang's own framing shows the concentration is a go-to-market choice, not a structural ceiling. Huang has described hyperscalers as simply the "easiest" customers to sell to first because there are only a handful of them, while pointing to roughly 250,000 other companies as the long-term addressable market. It means today's concentration shows where Nvidia started selling, not the limit of where it can sell.
Even Nvidia's most concentrated customers keep buying at scale despite their own cost pressures. Hyperscalers have continued purchasing GPUs in bulk even as their free cash flow gets squeezed by capital spending, evidence that AI infrastructure remains a top spending priority for these companies rather than an area facing near-term cutbacks.
The underlying dependence is still there, even if this quarter's mix improved. Nvidia continues to draw an outsized share of revenue from just three hyperscalers plus Meta and ****** eX. Each of those companies is actively designing its own custom chips specifically to reduce reliance on Nvidia. It is a long-term competitive threat that one strong ACIE quarter does not eliminate.
#NVIDIA #acie
NVIDIA Corporation (NASDAQ:NVDA)'s actual results answered the concentration question better than investors feared. In a later quarter, Data Center revenue reached $89 billion (beating the $85.8 billion forecast), while CFO Colette Kress noted that hyperscale revenue more than doubled. ACIE revenue surged 138%, an outcome showing the smaller, more diversified customer base is now growing even faster than the concentrated hyperscaler group Nvidia has leaned on most heavily.
Huang's own framing shows the concentration is a go-to-market choice, not a structural ceiling. Huang has described hyperscalers as simply the "easiest" customers to sell to first because there are only a handful of them, while pointing to roughly 250,000 other companies as the long-term addressable market. It means today's concentration shows where Nvidia started selling, not the limit of where it can sell.
Even Nvidia's most concentrated customers keep buying at scale despite their own cost pressures. Hyperscalers have continued purchasing GPUs in bulk even as their free cash flow gets squeezed by capital spending, evidence that AI infrastructure remains a top spending priority for these companies rather than an area facing near-term cutbacks.
The underlying dependence is still there, even if this quarter's mix improved. Nvidia continues to draw an outsized share of revenue from just three hyperscalers plus Meta and ****** eX. Each of those companies is actively designing its own custom chips specifically to reduce reliance on Nvidia. It is a long-term competitive threat that one strong ACIE quarter does not eliminate.
#NVIDIA #acie
2 months ago
Nvidia (NVDA) CFO Colette Kress told investors last week that the company is seeing "extreme pricing conditions in memory," that the increases have "exceeded our prior expectations," and that they are "headed even higher into next year." Colette Kress said this in prepared remarks on Nvidia's fiscal second-quarter earnings call on Aug. 26, and then delivered the line companies almost never say plainly: "As a result, we are resetting expectations today."
Memory is not an exotic part. It is the DRAM in a phone, the RAM in a laptop, the storage in a game console, and one of the most expensive ingredients in a graphics card… and three companies make nearly all of it. Kress was describing the market for AI server memory, not the shelf price of a laptop, and Nvidia said nothing at all about consumer devices. But those products draw on the same suppliers and the same fabs, which is why a chip company's margin guidance is worth reading even if you never buy a chip.
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#colette #expectations #Companies #never
Memory is not an exotic part. It is the DRAM in a phone, the RAM in a laptop, the storage in a game console, and one of the most expensive ingredients in a graphics card… and three companies make nearly all of it. Kress was describing the market for AI server memory, not the shelf price of a laptop, and Nvidia said nothing at all about consumer devices. But those products draw on the same suppliers and the same fabs, which is why a chip company's margin guidance is worth reading even if you never buy a chip.
Why It's Time to Load Up on SoFi Stock
A $1.4 Billion Reason to Buy GameStop Stock Now
TIME Left Nvidia CEO Jensen Huang Off Its 100 Most Influential People in AI List — But Paris Hilton and Ben Affleck Made the Cut
#colette #expectations #Companies #never
2 months ago
If you're looking to add some high-growth stocks to your portfolio, there is a trio of options I've been eying that look like an excellent addition. These are some of the fastest-growing stocks on the market, and their growth routes vary, which is important for portfolio diversification.
The three stocks I'm recommending are Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Nebius Group (NASDAQ: NBIS). These three stocks are some of the fastest-growing stocks available, and all are great buys now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia may be a bit of a surprise, considering it's the world's largest company by market cap. But it just grew revenue by 106% year over year in its previous quarter. That shows demand for its GPU computing products remains high, and that any company involved in AI is utilizing Nvidia's products.
However, its growth isn't expected to slow down anytime soon. CFO Colette Kress dropped a bombshell during the Q2 earnings call that management expects 70% revenue growth in the next fiscal year. While that's just guidance, Nvidia has proven quarter after quarter that it tends to exceed its internal projections.
#NASDAQ
The three stocks I'm recommending are Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Nebius Group (NASDAQ: NBIS). These three stocks are some of the fastest-growing stocks available, and all are great buys now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia may be a bit of a surprise, considering it's the world's largest company by market cap. But it just grew revenue by 106% year over year in its previous quarter. That shows demand for its GPU computing products remains high, and that any company involved in AI is utilizing Nvidia's products.
However, its growth isn't expected to slow down anytime soon. CFO Colette Kress dropped a bombshell during the Q2 earnings call that management expects 70% revenue growth in the next fiscal year. While that's just guidance, Nvidia has proven quarter after quarter that it tends to exceed its internal projections.
#NASDAQ
2 months ago
Nvidia (NASDAQ:NVDA) reported its fiscal second-quarter results on Aug. 26, and the figures were extraordinary. Quarterly revenue rose 106% year over year to $96.2 billion, accelerating from the 85% growth recorded in the fiscal first quarter. Data center revenue rose 117% to $89.0 billion.
But the figures that caught my eye came out of the earnings call, from chief financial officer Colette Kress.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
"With cloud industry backlog now greater than $2 trillion, [capital expenditures] by the top 5 hyperscalers is expected to reach nearly $800 billion in 2026 and $1.3 trillion in 2027," Kress said.
That backlog is the pipeline behind both spending figures: cloud customers turn it into data centers, and a meaningful share of every data center dollar goes to Nvidia. So the way to size Nvidia's cut is to pin down that share.
#NVIDIA #billion
But the figures that caught my eye came out of the earnings call, from chief financial officer Colette Kress.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
"With cloud industry backlog now greater than $2 trillion, [capital expenditures] by the top 5 hyperscalers is expected to reach nearly $800 billion in 2026 and $1.3 trillion in 2027," Kress said.
That backlog is the pipeline behind both spending figures: cloud customers turn it into data centers, and a meaningful share of every data center dollar goes to Nvidia. So the way to size Nvidia's cut is to pin down that share.
#NVIDIA #billion
2 months ago
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
2 months ago
Nvidia (NASDAQ: NVDA) recently delivered blowout second-quarter earnings that the market couldn't ignore, even if long-term questions about artificial intelligence (AI) remain.
The company easily beat Wall Street consensus estimates and raised third-quarter guidance beyond Street expectations. But the real kicker came when Nvidia CFO Colette Kress said that Nvidia is expecting 70% annual revenue growth in fiscal 2028, when the Street had only modeled 44%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
During the earnings call, management also discussed a newer, fast-growing business. It's bad news for Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC).
Agentic AI continues to gain momentum. People can now use AI to deploy autonomous agents that can complete tasks with very little human interaction.
#NVIDIA #signal
The company easily beat Wall Street consensus estimates and raised third-quarter guidance beyond Street expectations. But the real kicker came when Nvidia CFO Colette Kress said that Nvidia is expecting 70% annual revenue growth in fiscal 2028, when the Street had only modeled 44%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
During the earnings call, management also discussed a newer, fast-growing business. It's bad news for Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC).
Agentic AI continues to gain momentum. People can now use AI to deploy autonomous agents that can complete tasks with very little human interaction.
#NVIDIA #signal
2 months ago
Motley Fool Rule Breakers first recommended Nvidia (NASDAQ: NVDA) at a split-adjusted price of $0.16 in April 2005. Our Breakers team recommended it again in 2009 at $0.39. Since then, we've made more than 30 investments and recommendations across The Motley Fool.
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
2 months ago
Updated Aug. 27, 2026 4:14 am ET
Listen
(3 min)
0811 GMT – Shares of European semiconductor companies edge higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that ***** ysts polled by FactSet had predicted. Chip stocks benefit from the announcement. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International are up 1.7% and 2.6%, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor ***** embly equipment, is up 1.6%. German chip maker Infineon Technologies is up 2.3%. STMicroelectronics shares are up 3.9%. Meanwhile, the E-mini Nasdaq 100 futures contract is up 0.8%, pointing to a positive opening for tech stocks in the U.S. (mauro.orruwsj.com)
0718 GMT – European indexes are mixed at market open, though AI-related stocks jump following Nvidia earnings. The Europe-wide Stoxx 600 trades flat. In the Netherlands, the semiconductor-heavy AEX rises 0.55%. ASML Holding adds 2.5%, while ASM International gains 2.2%. Germany’s DAX is up 0.2%. Siemens Energy, which makes turbines used in data centers, gains 3.2%, while software group SAP adds 1.1%. London’s tech-light FTSE 100 falls 0.5%, with oil majors extending losses while miners also drop. In Paris, the CAC 40 slips 0.2%. Chip maker STMicroelectronics rises 3.5%, but luxury stocks that dominate the index slide, with bellwether LVMH down 1.05%. Italy’s FTSE MIB and the Spanish IBEX 35 both add 0.1%. (josephmichael.stonorwsj.com)
#maker #european #NVIDIA #international
Listen
(3 min)
0811 GMT – Shares of European semiconductor companies edge higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that ***** ysts polled by FactSet had predicted. Chip stocks benefit from the announcement. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International are up 1.7% and 2.6%, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor ***** embly equipment, is up 1.6%. German chip maker Infineon Technologies is up 2.3%. STMicroelectronics shares are up 3.9%. Meanwhile, the E-mini Nasdaq 100 futures contract is up 0.8%, pointing to a positive opening for tech stocks in the U.S. (mauro.orruwsj.com)
0718 GMT – European indexes are mixed at market open, though AI-related stocks jump following Nvidia earnings. The Europe-wide Stoxx 600 trades flat. In the Netherlands, the semiconductor-heavy AEX rises 0.55%. ASML Holding adds 2.5%, while ASM International gains 2.2%. Germany’s DAX is up 0.2%. Siemens Energy, which makes turbines used in data centers, gains 3.2%, while software group SAP adds 1.1%. London’s tech-light FTSE 100 falls 0.5%, with oil majors extending losses while miners also drop. In Paris, the CAC 40 slips 0.2%. Chip maker STMicroelectronics rises 3.5%, but luxury stocks that dominate the index slide, with bellwether LVMH down 1.05%. Italy’s FTSE MIB and the Spanish IBEX 35 both add 0.1%. (josephmichael.stonorwsj.com)
#maker #european #NVIDIA #international
2 months ago
Nvidia projected 70% revenue growth in its next fiscal year, sending its stock up in after-hours trading, while the company defended its decision to provide capital solutions to its customers.
Why it matters: The stock is widely considered a bellwether for the health of the broader AI economy, but lately it has been trailing the broader semiconductor sector in market gains.
Zoom in: In its latest quarter, Nvidia topped revenue and earnings expectations.
The stock initially ticked downward in extended trading following the report — as investors maintained high expectations for the AI darling — but it jumped after Colette Kress, the chief financial officer, delivered the revenue projection on an earnings call.
Kress said the company remains "supply constrained," otherwise it could double revenue next year.
#Stock #next #broader #earnings
Why it matters: The stock is widely considered a bellwether for the health of the broader AI economy, but lately it has been trailing the broader semiconductor sector in market gains.
Zoom in: In its latest quarter, Nvidia topped revenue and earnings expectations.
The stock initially ticked downward in extended trading following the report — as investors maintained high expectations for the AI darling — but it jumped after Colette Kress, the chief financial officer, delivered the revenue projection on an earnings call.
Kress said the company remains "supply constrained," otherwise it could double revenue next year.
#Stock #next #broader #earnings
2 months ago
Nvidia reported second-quarter revenue of $96.2 billion on Wednesday, more than doubling from a year earlier as demand for its AI chips continued to accelerate.
The company's data center division, which houses its AI accelerator business, generated $89 billion in revenue for the quarter ended July 26, up 117% from the same period a year ago and 18% from the prior quarter, the company said. **** yst expectations for data center revenue stood at $85.8 billion, according to Bloomberg.
Total revenue rose 106% year over year and 18% from the first quarter of fiscal 2027. Net income reached $59.7 billion, up 126% from a year ago. Diluted earnings per share on a non-GAAP basis came in at $2.22. Wall Street had been looking for $92.5 billion in revenue and $2.09 per share in earnings, according to Bloomberg.
Gross margin for the quarter was 75%, up from 72.4% in the year-ago period.
Looking ahead, Nvidia forecast current-quarter revenue of $108 billion, within a 2% range in either direction, with gross margin expected to come in around 74%. The company said its outlook does not include any data center compute revenue from China. On the post-earnings call, CFO Colette Kress said the company is targeting roughly 70% revenue growth in fiscal 2028.
#NVIDIA
The company's data center division, which houses its AI accelerator business, generated $89 billion in revenue for the quarter ended July 26, up 117% from the same period a year ago and 18% from the prior quarter, the company said. **** yst expectations for data center revenue stood at $85.8 billion, according to Bloomberg.
Total revenue rose 106% year over year and 18% from the first quarter of fiscal 2027. Net income reached $59.7 billion, up 126% from a year ago. Diluted earnings per share on a non-GAAP basis came in at $2.22. Wall Street had been looking for $92.5 billion in revenue and $2.09 per share in earnings, according to Bloomberg.
Gross margin for the quarter was 75%, up from 72.4% in the year-ago period.
Looking ahead, Nvidia forecast current-quarter revenue of $108 billion, within a 2% range in either direction, with gross margin expected to come in around 74%. The company said its outlook does not include any data center compute revenue from China. On the post-earnings call, CFO Colette Kress said the company is targeting roughly 70% revenue growth in fiscal 2028.
#NVIDIA
2 months ago
Last Updated: Aug. 26, 2026 at 7:35pm ET
8월. 26일 오후 5:12 New York 시간
By
Adam Levine
During its second-quarter earnings call this afternoon, Nvidia took the unusual step of giving investors a peek into fiscal 2028, which begins at the end of January. Chief Financial Officer Colette Kress said that revenue would grow by around 70% next year; Wall Street has been looking for growth of 45%.
#updated #financial
8월. 26일 오후 5:12 New York 시간
By
Adam Levine
During its second-quarter earnings call this afternoon, Nvidia took the unusual step of giving investors a peek into fiscal 2028, which begins at the end of January. Chief Financial Officer Colette Kress said that revenue would grow by around 70% next year; Wall Street has been looking for growth of 45%.
#updated #financial
2 months ago
Don't call it circular financing. Nvidia doesn't see its efforts to prop up upstarts and bolster key AI players as questionable financial engineering.
Yes, it's true that the beneficiaries of Nvidia's muscular backstops and investments are also its customers. But Nvidia doesn't see the scale of its support as something worthy of suspicion. That's because, the company says, it's building an ecosystem with too many scenarios for Nvidia to win.
A key question from critics of Nvidia concerns the demand for AI components, tools, and infrastructure: Would the growth around AI and the confident projections of future success be attainable without Nvidia's heavy hand?
CFO Colette Kress addressed the criticism head-on during the company's Q2 earnings call on Wednesday.
"We know some will call this circular financing. We see it differently. We are going through a major computing platform shift, the creation of one of the most important technologies in human history, and these are once-in-a-generation companies. Their technology leadership is proven, and their customer traction and usage are skyrocketing."
#NVIDIA #doesn 't #colette #efforts
Yes, it's true that the beneficiaries of Nvidia's muscular backstops and investments are also its customers. But Nvidia doesn't see the scale of its support as something worthy of suspicion. That's because, the company says, it's building an ecosystem with too many scenarios for Nvidia to win.
A key question from critics of Nvidia concerns the demand for AI components, tools, and infrastructure: Would the growth around AI and the confident projections of future success be attainable without Nvidia's heavy hand?
CFO Colette Kress addressed the criticism head-on during the company's Q2 earnings call on Wednesday.
"We know some will call this circular financing. We see it differently. We are going through a major computing platform shift, the creation of one of the most important technologies in human history, and these are once-in-a-generation companies. Their technology leadership is proven, and their customer traction and usage are skyrocketing."
#NVIDIA #doesn 't #colette #efforts
2 months ago
The red-hot memory chip rally may be back on thanks to Nvidia (NVDA).
"So the price increases [on memory chips] are astronomical. In some cases, you have secured, we call it capacity, but you actually don't know how many you're getting, and at what price," Nvidia CFO Colette Kress told Yahoo Finance moments after the tech giant's earnings call on Thursday.
The memory chip market has tightened considerably as demand for high-bandwidth memory (HBM) and advanced dynamic random-access memory (DRAM) used in AI servers continues to outpace supply.
Companies such as SK Hynix (SKHY), Samsung Electronics (005930.KS), and Micron (MU) have largely sold out their premium AI memory capacity through much of 2026 as customers, including Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Meta (META), race to build AI infrastructure.
The shortage has pushed memory prices sharply higher and given suppliers greater pricing power after several years of weak industry conditions. Experts expect memory supply to remain constrained into 2027, creating a favorable backdrop for the industry's largest producers.
#memory #NVIDIA #meta #capacity
"So the price increases [on memory chips] are astronomical. In some cases, you have secured, we call it capacity, but you actually don't know how many you're getting, and at what price," Nvidia CFO Colette Kress told Yahoo Finance moments after the tech giant's earnings call on Thursday.
The memory chip market has tightened considerably as demand for high-bandwidth memory (HBM) and advanced dynamic random-access memory (DRAM) used in AI servers continues to outpace supply.
Companies such as SK Hynix (SKHY), Samsung Electronics (005930.KS), and Micron (MU) have largely sold out their premium AI memory capacity through much of 2026 as customers, including Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Meta (META), race to build AI infrastructure.
The shortage has pushed memory prices sharply higher and given suppliers greater pricing power after several years of weak industry conditions. Experts expect memory supply to remain constrained into 2027, creating a favorable backdrop for the industry's largest producers.
#memory #NVIDIA #meta #capacity
3 months ago
Olivia Culpo is making comfort a priority during her third trimester by combining loungewear with sleepwear.
On August 8, the model rocked a strappy, cotton tunic and flowy pants in light blue while enduring the L.A. heat wave.
Culpo and her husband Christian McCaffrey share a one-year-old daughter named Colette Annalise McCaffrey.
Olivia Culpo, 34, is prioritizing comfort in her third trimester. On Saturday, the model, who is expecting her second child with her husband Christian McCaffrey, shared an update on her pregnancy style evolution amid a scorching summer heat wave.
"Not sure if this is considered pajamas or day clothes but right now I'm only wearing things that qualify as both," she captioned a mirror selfie on her Instagram Stories. "And this is prettyyyy comfy." Culpo's chic two-piece outfit consisted of flowy cotton pants and a strappy, longline tunic in light blue by ASTR the Label.
#christian #model
On August 8, the model rocked a strappy, cotton tunic and flowy pants in light blue while enduring the L.A. heat wave.
Culpo and her husband Christian McCaffrey share a one-year-old daughter named Colette Annalise McCaffrey.
Olivia Culpo, 34, is prioritizing comfort in her third trimester. On Saturday, the model, who is expecting her second child with her husband Christian McCaffrey, shared an update on her pregnancy style evolution amid a scorching summer heat wave.
"Not sure if this is considered pajamas or day clothes but right now I'm only wearing things that qualify as both," she captioned a mirror selfie on her Instagram Stories. "And this is prettyyyy comfy." Culpo's chic two-piece outfit consisted of flowy cotton pants and a strappy, longline tunic in light blue by ASTR the Label.
#christian #model
3 months ago
The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets.
The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current spending look modest by comparison.
Jensen Huang, who cofounded Nvidia (NVDA) and still runs the company, has told investors across multiple recent earnings calls that he expects global annual data-center capital expenditure to reach $3 trillion to $4 trillion by the end of the decade, CNBC reported.
On Nvidia's first-quarter FY27 earnings call on May 20, Chief Financial Officer Colette Kress said the company expects to reach that target by the end of this decade.
The gap between Huang's projection and what most of Wall Street expects is striking and reveals the extent of disagreement about the trajectory of artificial intelligence spending over the next several years.
The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current spending look modest by comparison.
Jensen Huang, who cofounded Nvidia (NVDA) and still runs the company, has told investors across multiple recent earnings calls that he expects global annual data-center capital expenditure to reach $3 trillion to $4 trillion by the end of the decade, CNBC reported.
On Nvidia's first-quarter FY27 earnings call on May 20, Chief Financial Officer Colette Kress said the company expects to reach that target by the end of this decade.
The gap between Huang's projection and what most of Wall Street expects is striking and reveals the extent of disagreement about the trajectory of artificial intelligence spending over the next several years.
4 months ago
NVIDIA Corp. (NASDAQ:NVDA) is one of the top 10 AI stocks that will skyrocket.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia's computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to product revenue, will receive a share of cloud revenue based on the capacity it supports, as AI cloud providers deliver NVIDIA-powered solutions to their end users.
In a blog post, the company's Executive Vice President and Chief Financial Officer, Colette Kress, defined income as a repeated, usage-based revenue stream, while noting that it eliminates the need for location selection, building, energy procurement, and hardware installation before accessing hyperscale computing.
Nvidia said that this plan highlights a transition in AI demand from model building towards production inference tasks, needing continuous running of infrastructure at scale. The company also cited that access to high-cost computing resources was restricted historically, even with long-duration commitments.
The move comes as the company faces rising competition from specialized AI chips from cloud providers, including Amazon and Alphabet, which are extending access to in-house processors. Nvidia stock dropped 0.5% in premarket trading on July 2. According to the company statement, the model also intensifies the engagement as compared to ownership stakes in next-generation cloud firms like Nebius and CoreWeave.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia's computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to product revenue, will receive a share of cloud revenue based on the capacity it supports, as AI cloud providers deliver NVIDIA-powered solutions to their end users.
In a blog post, the company's Executive Vice President and Chief Financial Officer, Colette Kress, defined income as a repeated, usage-based revenue stream, while noting that it eliminates the need for location selection, building, energy procurement, and hardware installation before accessing hyperscale computing.
Nvidia said that this plan highlights a transition in AI demand from model building towards production inference tasks, needing continuous running of infrastructure at scale. The company also cited that access to high-cost computing resources was restricted historically, even with long-duration commitments.
The move comes as the company faces rising competition from specialized AI chips from cloud providers, including Amazon and Alphabet, which are extending access to in-house processors. Nvidia stock dropped 0.5% in premarket trading on July 2. According to the company statement, the model also intensifies the engagement as compared to ownership stakes in next-generation cloud firms like Nebius and CoreWeave.
11 months ago
Nvidia (NVDA) took its detractors to task during the company's Q3 earnings call on Wednesday, with both CEO Jensen Huang and CFO Colette Kress launching broadsides against investor concerns related to an AI bubble.
Huang didn't dance around the topic, immediately addressing it in his prepared statement and laying out why he believes Nvidia is uniquely positioned to continue leading the AI market.
"There's been a lot of talk about an AI bubble," Huang began his remarks. "From our vantage point, we see something very different. As a reminder, Nvidia is unlike any other accelerator. We excel at
Huang didn't dance around the topic, immediately addressing it in his prepared statement and laying out why he believes Nvidia is uniquely positioned to continue leading the AI market.
"There's been a lot of talk about an AI bubble," Huang began his remarks. "From our vantage point, we see something very different. As a reminder, Nvidia is unlike any other accelerator. We excel at
