Trending Now - Nvidia's Earnings Could Determine Fate of Chip Stock Surge

WHO:

Yahoo Finance - Nvidia is the biggest stock in the market.

Yahoo Finance - Other chipmakers mentioned include Micron Technology Inc., Broadcom Inc., Advanced Micro Devices Inc., and Intel Corp.

Yahoo Finance - JoAnne Feeney is a portfolio manager at Advisors Capital Management.

Bloomberg - Jeffrey Blazek is co-chief investment officer of multi-asset at Neuberger Berman Group.

Bloomberg - Thomas Martin is a senior portfolio manager at Globalt Investments.

Bloomberg - Neville Javeri is a portfolio manager and head of the Empiric LT Equity team at Allspring Global Investments.

WHAT:

Yahoo Finance - Nvidia's stock was down about 1.5% at the time of publication following its earnings report.

CoinDesk - Nvidia's Data Center business revenue reached roughly $38 billion, rising 12% from the previous quarter.

CoinDesk - Nvidia's board authorized an additional $80 billion in stock buybacks and raised the quarterly dividend to 25 cents per share from 1 cent previously.

Al Jazeera - Nvidia's profit soared to $58.3 billion for the February-April period, up 37% from the previous quarter and more than 200% year-on-year.

Al Jazeera - Nvidia's revenue jumped to $81.6 billion, up 20% from the prior quarter and 85% compared with the same period in 2025.

Bloomberg - Nvidia is expected to post revenue growth of about 72% in fiscal 2027 and 34% in 2028.

CoinDesk - Nvidia's Data Center business generated more than half of its $75 billion in Data Center revenue during the quarter, reaching roughly $38 billion, which is a 12% increase from the previous quarter.

CoinDesk - Nvidia's Data Center business revenue surged 92 percent year-on-year to $75.2 billion.

Al Jazeera - Nvidia forecast revenue for the current quarter to hit $91 billion, more than most analysts’ estimates.

Al Jazeera - Nvidia's hardware unit racked up revenue of $6.4 billion, up 29 percent from the previous year.

Al Jazeera - Nvidia's board authorized an additional $80 billion in stock buybacks and raised the quarterly dividend from $0.01 a share to $0.25 per share.

Yahoo Finance - Nvidia's stock was up 0.6% on Wednesday morning, extending gains to 19% in 2026 and more than 34% since hitting a recent low in late March.

Yahoo Finance - The Philadelphia Stock Exchange Semiconductor Index tumbled 6.4% over a recent Friday and Monday.

Yahoo Finance - Nvidia is expected to post revenue growth of about 72% in fiscal 2027 and 34% in 2028.

CoinDesk - Nvidia expects to generate $20 billion in CPU revenue this year.

Al Jazeera - Nvidia's quarterly cash dividend was raised from $0.01 a share to $0.25 per share.

Al Jazeera - Nvidia's profit soared to $58.3 billion for the February-April period, up 37 percent from the previous quarter and more than 200 percent year-on-year.

Al Jazeera - Revenue jumped to $81.6 billion, up 20 percent from the prior quarter and 85 percent compared with the same period in 2025.

CoinDesk - Nvidia reported a record quarterly profit of $58.3 billion for the February-April period, up 37 percent from the previous quarter and more than 200 percent year-on-year.

CoinDesk - Nvidia's quarterly revenue jumped to $81.6 billion, up 20 percent from the prior quarter and 85 percent compared with the same period in 2025.

CoinDesk - Nvidia's Data Center business revenue surged 92 percent year-on-year to $75.2 billion.

CoinDesk - Nvidia's hardware unit generated revenue of $6.4 billion, up 29 percent from the previous year.

CoinDesk - Nvidia's board authorized an additional $80 billion in stock buybacks and raised the quarterly dividend to 25 cents per share from 1 cent previously.

CoinDesk - Nvidia expects to generate $20 billion in CPU revenue this year.

CoinDesk - Nvidia reported first-quarter revenue of $81.62 billion, up 85% from $44.06 billion a year earlier, exceeding Wall Street estimates of $78.9 billion.

CoinDesk - Nvidia's adjusted earnings came in at $1.87 per share, beating analyst expectations of $1.76 per share.

CoinDesk - Nvidia forecasted revenue of roughly $91 billion for the current quarter.

CoinDesk - Nvidia's board authorized an additional $80 billion in stock buybacks and raised the quarterly dividend to 25 cents per share from 1 cent previously.

CoinDesk - Nvidia expects to generate $20 billion in CPU revenue this year.

Yahoo Finance - The stock has declined the day after Nvidia’s last three earnings reports despite solid results.

Yahoo Finance - Nvidia's shares are currently trading at less than 24 times estimated earnings, well below their 10-year average of roughly 36.

Yahoo Finance - Consensus estimates for Nvidia’s net income in fiscal 2027 have risen by 13% over the past three months.

Yahoo Finance - The view for Nvidia's revenue has climbed 12% according to data compiled by Bloomberg.

Yahoo Finance - Analysts' average price target suggests the stock could rise 25% over the next 12 months.

Yahoo Finance - The Philadelphia Stock Exchange Semiconductor Index has soared more than 60% this year.

Yahoo Finance - Nvidia is expected to post revenue growth of about 72% in fiscal 2027 and 34% in 2028.

Yahoo Finance - Nvidia's valuation is described as "not at a discomforting level" according to Jeffrey Blazek, co-chief investment officer of multi-asset at Neuberger Berman Group.

Yahoo Finance - 93% of chipmakers have topped earnings expectations this earnings season, with an upside surprise of nearly 25%, compared to a 6.6% upside surprise last quarter.

Yahoo Finance - Nvidia has declined the day after its last three earnings reports, despite posting solid results.

Yahoo Finance - Nvidia's stock has lost 6.4% in three sessions through Tuesday’s close.

Yahoo Finance - The Philadelphia Stock Exchange Semiconductor Index tumbled 6.4% over a recent Friday and Monday.

Yahoo Finance - Nvidia's shares are up slightly in early trading Wednesday, extending gains to 19% in 2026 and more than 34% since hitting a recent low in late March.

Yahoo Finance - 93% of chipmakers have topped earnings expectations this earnings season, with an upside surprise of nearly 25%.

Yahoo Finance - Nvidia's stock was up 0.6% on Wednesday morning.

Yahoo Finance - Nvidia shares lost 6.4% in three sessions through Tuesday’s close.

Yahoo Finance - Consensus estimates for Nvidia’s net income in fiscal 2027 have risen by 13% over the past three months.

Yahoo Finance - The view for Nvidia's revenue has climbed 12% according to data compiled by Bloomberg.

Yahoo Finance - Nvidia shares now trade at less than 24 times estimated earnings, well below their 10-year average of roughly 36.

Yahoo Finance - The four biggest spenders in AI are planning as much as $725 billion in capital expenditures this year and significantly more in 2027.

Yahoo Finance - Nvidia accounts for almost a fifth of the S&P 500 Index’s more than 7% advance this year.

Yahoo Finance - Nvidia shares are up 19% in 2026 and more than 34% since hitting a recent low in late March.

Yahoo Finance - The Philadelphia Stock Exchange Semiconductor Index has soared more than 60% this year but tumbled 6.4% over a recent Friday and Monday.

Yahoo Finance - The options market is pricing in a 5.5% move in either direction following Nvidia's earnings report.

Yahoo Finance - Nvidia is expected to post revenue growth of about 72% in fiscal 2027 and 34% in 2028.

Bloomberg - 93% of chipmakers have topped earnings expectations this earnings season, with an upside surprise of nearly 25%.

WHERE:

Yahoo Finance - The earnings report is set to be released after the market close.

WHEN:

Yahoo Finance - Nvidia's earnings report is scheduled for release after the market close on Wednesday.

Yahoo Finance - The four biggest spenders in AI are planning as much as $725 billion in capital expenditures this year and significantly more in 2027.

WHY:

Yahoo Finance - JoAnne Feeney stated, "Nvidia unfortunately created the expectation that it’s going to beat and raise every quarter, if they don’t, that’s going to be disappointing."

CoinDesk - CEO Jensen Huang stated, "Demand has gone parabolic," referring to the growing utility of AI.

CoinDesk - CFO Colette Kress said AI cloud revenue more than tripled from a year earlier, as Nvidia helped rapidly expand AI computing capacity across more than 80 data centers with capacities of more than 10 megawatts.

Yahoo Finance - JoAnne Feeney stated, "Nvidia unfortunately created the expectation that it’s going to beat and raise every quarter, if they don’t, that’s going to be disappointing."

CoinDesk - CEO Jensen Huang said, "The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed."

CoinDesk - CEO Jensen Huang stated, "Demand has gone parabolic," referring to the growing utility of AI.

CoinDesk - Investors are closely watching Nvidia’s earnings for signs that spending on AI infrastructure remains strong despite growing questions about how quickly companies will turn those investments into profits.

Yahoo Finance - Investors are concerned that Nvidia may not meet expectations, which could indicate that the chip sector has become overextended.

Yahoo Finance - The growth outlook for Nvidia is expected to decelerate in the coming years.

HOW:

Financial Times - Nvidia's business development group has led much of its ~$90 billion dealmaking push across 145+ companies over the past 16 months.

Financial Times - Nvidia's business development group has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months.

CoinDesk - Nvidia helped rapidly expand AI computing capacity across more than 80 data centers with capacities of more than 10 megawatts.

Yahoo Finance - Nvidia's business development group has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months.

Yahoo Finance - Nvidia retains a commanding share of the market for AI accelerators.

Yahoo Finance - Analysts' average price target suggests the stock could rise 25% over the next 12 months.

(UPDATED May 21, 2026 13:56 UTC)

Nvidia's stock dipped about 1.5% following its latest earnings report, despite the company reporting a profit of $58.3 billion for the February-April period, which is a remarkable 37% increase from the previous quarter. The tech giant's revenue surged to $81.6 billion, reflecting a 20% rise from the prior quarter and an impressive 85% jump compared to the same time last year, while its Data Center business revenue reached roughly $38 billion, up 12% from the previous quarter. In a show of confidence, Nvidia's board has authorized an additional $80 billion in stock buybacks and raised the quarterly dividend to 25 cents per share from just 1 cent previously.

(UPDATED May 21, 2026 11:59 UTC)

Nvidia's Data Center business has seen remarkable growth, generating over half of its $75 billion in revenue during the quarter, which translates to approximately $38 billion and marks a 12 percent increase from the previous quarter. The company's revenue surged 92 percent year-on-year, and they forecast that revenue for the current quarter could reach $91 billion, surpassing most analysts' expectations. In addition, Nvidia's board has authorized an impressive $80 billion in stock buybacks and increased the quarterly dividend from a penny to 25 cents per share, reflecting the strong demand for their AI technology, as noted by CEO Jensen Huang.

(UPDATED May 21, 2026 10:09 UTC)

Nvidia's stock rose by 0.6%, marking a 19% increase in 2026 and over 34% since a recent low in late March, while the company's quarterly profit surged to $58.3 billion, a 37% increase from the previous quarter. The Data Center business contributed significantly, generating roughly $38 billion, which is a 12% rise from the prior quarter, and Nvidia anticipates revenue growth of about 72% in fiscal 2027. Additionally, the company raised its quarterly cash dividend from $0.01 to $0.25 per share, reflecting strong financial performance amid a major expansion in AI infrastructure.

(UPDATED May 21, 2026 08:11 UTC)

Nvidia has announced a record quarterly profit of $58.3 billion for the February-April period, marking a remarkable 37 percent increase from the previous quarter and over 200 percent year-on-year. The company's revenue also surged to $81.6 billion, driven by a 92 percent year-on-year growth in its Data Center business, which generated $75.2 billion. CEO Jensen Huang highlighted the skyrocketing demand for AI, noting that Nvidia has significantly expanded AI computing capacity across more than 80 data centers, each with capacities exceeding 10 megawatts.

(UPDATED May 21, 2026 06:19 UTC)

Nvidia has reported impressive first-quarter revenue of $81.62 billion, marking an 85% increase from the previous year and surpassing Wall Street estimates. The company's adjusted earnings came in at $1.87 per share, exceeding analyst expectations, and Nvidia has forecasted revenue of roughly $91 billion for the current quarter. Additionally, the board has authorized an $80 billion stock buyback and raised the quarterly dividend to 25 cents per share, while the Data Center business generated about $38 billion, reflecting a 12% increase from the last quarter.

(UPDATED May 21, 2026 01:38 UTC)

Nvidia's stock has dropped following its last three earnings reports, despite the company posting solid results, and is currently trading at less than 24 times estimated earnings, significantly below its 10-year average of around 36. While analysts have raised consensus estimates for Nvidia's net income in fiscal 2027 by 13% and revenue projections have climbed by 12%, investor concerns linger about the company's ability to meet expectations, suggesting the chip sector may be overextended. On a positive note, analysts' average price target indicates that Nvidia's stock could rise by 25% over the next 12 months, bolstered by a robust business development group that has driven approximately $90 billion in dealmaking across more than 145 companies in the past 16 months.

(UPDATED May 20, 2026 23:21 UTC)

The Philadelphia Stock Exchange Semiconductor Index has seen a remarkable increase of more than 60% this year, reflecting a strong performance in the chipmaking sector. Nvidia is projected to achieve revenue growth of about 72% in fiscal 2027 and 34% in 2028, with 93% of chipmakers exceeding earnings expectations this season, marking a significant upside surprise of nearly 25%. Additionally, Nvidia's business development group has spearheaded a substantial dealmaking effort, engaging with over 145 companies and totaling around $90 billion in the past 16 months.

(UPDATED May 20, 2026 21:29 UTC)

Nvidia's stock has experienced a decline of 6.4% over three sessions, despite solid earnings results, and the Philadelphia Stock Exchange Semiconductor Index also fell by the same percentage recently. However, Nvidia's shares are showing signs of recovery, with a slight increase in early trading Wednesday, bringing their gains to 19% in 2026 and over 34% since a recent low in late March. Notably, 93% of chipmakers have surpassed earnings expectations this season, contributing to an impressive upside surprise of nearly 25%.

(UPDATED May 20, 2026 19:42 UTC)

Nvidia's stock saw a slight increase of 0.6% on Wednesday morning, despite a recent decline of 6.4% over the previous three sessions. Meanwhile, consensus estimates for Nvidia's net income in fiscal 2027 have risen by 13% in the past three months, and revenue projections have climbed 12% according to Bloomberg data. The four largest spenders in AI are planning to invest as much as $725 billion in capital expenditures this year, with expectations for even greater spending in 2027.

(UPDATED May 20, 2026 17:57 UTC)

Nvidia has emerged as the biggest stock in the market, accounting for nearly a fifth of the S&P 500 Index’s impressive advance this year, with shares up 19% in 2026 and over 34% since a recent low in late March. The company's earnings report is scheduled for release after the market close on Wednesday, and investors are keenly watching, as concerns grow that Nvidia may not meet expectations, potentially signaling an overextended chip sector. Meanwhile, analysts are optimistic, with an average price target suggesting the stock could rise 25% over the next 12 months, as 93% of chipmakers have surpassed earnings expectations this season.