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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU...
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Oct 21, 2026 / Adam Dick
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Jun 15, 2026 / Tyler Durden
Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
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Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle", which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which...
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Sep 1, 2026 / Tyler Durden
NY Prosecutor Says He Was Told To 'Find Crimes' To Target Trump Allies
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A veteran prosecutor in New York Attorney General Letitia James' office says he was ordered to find crimes to pin on people connected to President Donald Trump, and the fallout left him on paid leave within days.
Daniel Wiesenfeld, a former Brooklyn prosecutor who moved into James' Investor Protection Bureau, sent an email to roughly 2,000 colleagues on Friday laying out what he says happened inside the office. The email disappeared from inboxes not long after it went...
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