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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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Jun 2, 2026 / Tyler Durden
Marvell Soars After Nvidia CEO Says Chipmaker Is Headed For Trillion-Dollar Club
Marvell Soars After Nvidia CEO Says Chipmaker Is Headed For Trillion-Dollar Club
Computex 2026 in Taipei is underway for the second day.
Let's begin with Monday's wrap-up of the event:
Nvidia CEO Declares AI PC Reinvention A "New Beginning" On Par With Smartphone Shift
AI, Chips, Humanoid Robots: Top Takeaways From Computex 2025
There was no shortage of fireworks on day two, as Nvidia CEO Jensen Huang took the stage and greeted Marvell Technology CEO Matt Murphy, stating that the fabless semiconductor company that designs chips will be "the next trillion-dollar company."
$NVDA CEO Jensen Huang...
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Aug 11, 2026 / Tyler Durden
Russia's Only Anti-War Party Banned From Parliamentary Elections Over 'Foreign Funding'
Russia's Only Anti-War Party Banned From Parliamentary Elections Over 'Foreign Funding'
It's been no secret that Russian authorities have increasingly cracked down on public speech which opposes the war in Ukraine, or as the Kremlin calls it - the special military operation. Any speech deemed 'unpatriotic' has also come under a legal microscope of late.
Currently, Yabloko (Apple) is the only officially registered Russian political party which openly oppose the war, calling "for peace and freedom". But the party has just suffered a huge setback, having been banned by the nation's...
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Apr 23, 2026 / Dave DeCamp
US Forces Board Another Iran-Linked Tanker in the Indian Ocean
The Pentagon said on Thursday that US forces boarded another tanker in the Indian Ocean that it said was carrying Iranian oil, as the US continues to enforce a blockade against Iran. “Overnight, US forces carried out a maritime interdiction and right-of-visit boarding of the sanctioned stateless vessel M/T Majestic X transporting oil from Iran, […]
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