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
3 days ago
