NVDA

Earlier on NVDA

• August 28, 2026, pre-market (-0.04%)

  NVDA indicated $227.82, overnight gap -0.04%. The surge follows fiscal Q2 2027 results that showed revenue nearly doubling year-over-year to a record quarter, with the Data Center segment alone up more than doubled on the prior year as AI infrastructure spending accelerated. Management broke new ground by issuing a full-year revenue forecast, citing greater visibility into AI demand and guiding for growth that could exceed even that target if supply constraints ease. To secure components for coming years, supply commitments more than doubled to $279 billion, a move management says will compress gross margins temporarily before recovering in fiscal 2028 as negotiated price increases take effect.

• August 27, 2026, pre-market (+6.33%)

  NVDA indicated $223.24, overnight gap +6.33%. NVIDIA filed an SEC filing covering results of operations after Wednesday's close, with headlines confirming record Q2 fiscal 2027 revenue of roughly $96 billion, up more than 100% year-over-year, alongside Q3 guidance of $108 billion. The results also included an expanded partnership with Amazon Web Services, which plans to deploy over three million NVIDIA GPUs. Separately, the company completed a six-billion-dollar acquisition of Poolside AI, adding coding model capabilities as NVIDIA broadens its AI infrastructure footprint beyond chips into power management, networking, and cooling.

• August 26, 2026, post-market (-1.46%)

  NVDA closed at $209.95, down 1.46% on the session. Today's session pressure came as attention centered on NVIDIA's strategic push beyond GPU silicon into a vertically integrated AI infrastructure stack covering power management, networking, cooling, and data-center financing. The thesis is that if the industry standardizes on NVIDIA's end-to-end architecture blueprint, the competitive moat deepens materially, though the central risk remains whether rivals succeed in keeping that technology stack open and interoperable.

• August 26, 2026, pre-market (-0.04%)

  NVDA indicated $212.97, overnight gap -0.04%. NVIDIA reports fiscal Q2 2027 results after the close today, with consensus modeling near-doubling revenue growth year over year. Ahead of the print, the company disclosed up to $105 billion in residual value guarantees backing OpenAI's data center leases in Ohio, a shift from equity investment to balance-sheet credit support. Separately, NVIDIA acquired Poolside AI for $6 billion to add coding-model capabilities and talent, positioning the company to capture chip demand from open-source and lower-cost AI alternatives competing with frontier labs.

• August 25, 2026, post-market (+2.19%)

  NVDA closed at $213.05, up 2.19% on the session. Today's session was driven by news that NVIDIA has committed up to $105 billion in residual value guarantees backing OpenAI's data center leases in Ohio, a shift from direct equity participation to balance-sheet credit support. The guarantees are contingent, only activating upon an OpenAI lease default and terminating once OpenAI reaches a satisfactory credit rating. The move follows Jensen Huang's March signal that the prior equity round might be the last, reframing NVIDIA's OpenAI relationship around infrastructure enablement rather than ownership.

• August 25, 2026, pre-market (+1.34%)

  NVDA indicated $211.27, overnight gap +1.34%. NVIDIA enters its Q2 FY2027 report after the close Wednesday having logged seven consecutive days of losses amid broad tech weakness and concerns over potential chip price hikes. The report will debut a new revenue breakdown separating hyperscaler customers from other AI buyers, a structure designed to illuminate concentration risk after three customers accounted for more than half of sales last quarter. Hyperscaler revenue grew only about a third as fast as the broader customer base in the prior period, making that segment split the most closely tracked new disclosure in Wednesday's release.

• August 24, 2026, post-market (-2.91%)

  NVDA closed at $208.48, down 2.91% on the session. Monday's session was shaped by pre-earnings caution ahead of NVIDIA's Q2 results, due after the close Wednesday, August 26. That report will debut a new revenue breakdown separating hyperscaler customers from other AI buyers, a structure that puts renewed focus on concentration risk, with three customers accounting for more than half of sales last quarter. The hyperscaler segment grew materially slower than the rest of NVIDIA's AI customer base in the prior period, making the relative trajectory of those two lines the central datapoint Wednesday.

• August 24, 2026, pre-market (-0.03%)

  NVDA indicated $214.69, overnight gap -0.03%. All eyes are on Wednesday's after-close print, where consensus calls for roughly 95% year-over-year revenue growth and the company's own guidance pointed to approximately $91 billion for the quarter. Historically, NVIDIA shares have often declined in the session following an earnings beat, as the margin of outperformance relative to expectations has narrowed over successive quarters. Alongside the headline results, analysts and hyperscalers' commentary on AI infrastructure spending commitments are expected to shape how the guidance is received.