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$NVIDIA (NVDA.US)$ , the world's leading AI chip maker, is set to release its FY27Q2 earnings after market close on August 26. Being the last among the "Mag7" to report this season, the release has drawn global attention. Investors are primarily focused on the ramp up pace of Vera Rubin's revenue contribution and updated guidance regarding the China market.
With numerous semiconductor firms recently beating estimates yet still declining ...
With numerous semiconductor firms recently beating estimates yet still declining ...
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With $NVIDIA (NVDA.US)$ reporting its latest results next week, investors are once again asking the same question: how much more can this company deliver?
That question is worth asking because NVIDIA is no longer simply a semiconductor company. It has become one of the central companies in the global artificial intelligence infrastructure build-out.
And the numbers behind the share price are extraordinary.
So, what does NVIDIA actually do?
At its...
That question is worth asking because NVIDIA is no longer simply a semiconductor company. It has become one of the central companies in the global artificial intelligence infrastructure build-out.
And the numbers behind the share price are extraordinary.
So, what does NVIDIA actually do?
At its...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Columns Indicator Lab | Nvidia, Smart Money, and AI Suppliers: How to Maximize the Semiconductor Rebound
Video Timestamp:
0:13 - Chart Reading with ATR Indicator (Chart and Data were captured after 1 Sep 2026 Market closed)
0:52 - 3 Ways to Set a Stop Price
1:37 - Tool 1: Stop Order
2:22 - Tool 2: Trailing Stop Loss
3:34 - What other Stocks is NVIDIA Holding?
3:34 - Manage Risk. Stay in the Game
Nvidia Earnings Snapshot
Nvidia Q2 FY2027 (released Aug 26 after market): Revenue $96.2B, up 106% YoY and 18...
0:13 - Chart Reading with ATR Indicator (Chart and Data were captured after 1 Sep 2026 Market closed)
0:52 - 3 Ways to Set a Stop Price
1:37 - Tool 1: Stop Order
2:22 - Tool 2: Trailing Stop Loss
3:34 - What other Stocks is NVIDIA Holding?
3:34 - Manage Risk. Stay in the Game
Nvidia Earnings Snapshot
Nvidia Q2 FY2027 (released Aug 26 after market): Revenue $96.2B, up 106% YoY and 18...
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The AI trade is rotating back toward hardware.
OpenAI's GPT-6 Astra launch and Anthropic's latest research breakthroughs have helped revive a simple investment thesis: frontier AI progress still requires enormous physical infrastructure.
Better AI still needs more compute
GPT-6 Astra delivered another major jump in reasoning and scientific capabilities. More important for hardware investors, $NVIDIA (NVDA.US)$ CEO Jensen Huang said Astra wa...
OpenAI's GPT-6 Astra launch and Anthropic's latest research breakthroughs have helped revive a simple investment thesis: frontier AI progress still requires enormous physical infrastructure.
Better AI still needs more compute
GPT-6 Astra delivered another major jump in reasoning and scientific capabilities. More important for hardware investors, $NVIDIA (NVDA.US)$ CEO Jensen Huang said Astra wa...
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Last week, the Mag7 staged a broad rebound, with $NVIDIA (NVDA.US)$ leading the pack with an 11.56% weekly gain, $Microsoft (MSFT.US)$ surging 7.59% for the week, and $Meta Platforms (META.US)$ and $Tesla (TSLA.US)$ also posting gains of 6.36% and 5.58%, respectively. Only $Alphabet-A (GOOGL.US)$ slipped marginally by 0.51%. The core tension lies in the coexistence of an AI capex "a...
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The Dow-30, S&P 500 and Nasdaq Composite all rose Friday as strength for Tesla, SpaceX, Robinhood, Moderna, Strategy and other key stocks combined with fresh gains for cryptocurrencies to put Wall Street in a positive mood.
The $Dow Jones Industrial Average (.DJI.US)$ gained 517.80 points (1%) to a 53,277.01 close, while the $S&P 500 Index (.SPX.US)$ added 33.21 ticks (0.4%) to 7,674.37 and the $Nasdaq Composite Index (.IXIC.US)$ improved ...
The $Dow Jones Industrial Average (.DJI.US)$ gained 517.80 points (1%) to a 53,277.01 close, while the $S&P 500 Index (.SPX.US)$ added 33.21 ticks (0.4%) to 7,674.37 and the $Nasdaq Composite Index (.IXIC.US)$ improved ...
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The biggest takeaway from $NVIDIA (NVDA.US)$ 's latest earnings is not just the quarterly beat. Management now expects ~70% revenue growth in CY27, and even that remains supply-constrained. Unconstrained demand could support more than 100% growth, while Rubin is expected to reach roughly 20% of revenue next quarter.
That shifts the key question for AI investors:
Who can remove Nvidia’s supply bottlenecks?
HBM: The Clea...
That shifts the key question for AI investors:
Who can remove Nvidia’s supply bottlenecks?
HBM: The Clea...
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$NVIDIA (NVDA.US)$ came under pressure after announcing MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize $500 billion+ of third-party capital for AI infrastructure.
The headline sounds like NVIDIA is taking on another huge financing commitment, and Nvidia's 5Y CDS jumps by almost 6 bps after the news.
The $500B Is Mainly Someone Else's Capital
The key distinction is between stimulating demand and f...
The headline sounds like NVIDIA is taking on another huge financing commitment, and Nvidia's 5Y CDS jumps by almost 6 bps after the news.
The $500B Is Mainly Someone Else's Capital
The key distinction is between stimulating demand and f...
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The Nasdaq Composite, S&P 500 and Dow-30 all rose Tuesday as Treasury yields continued to ease and Nvidia, Marvell, Micron, SpaceX and other tech giants rebounded from Monday's declines.
The $Nasdaq Composite Index (.IXIC.US)$ gained 171.11 points (0.7%) to a 26,151.30 finish, while the $S&P 500 Index (.SPX.US)$ added 24.42 ticks (0.3%) to 7,677.28 and the $Dow Jones Industrial Average (.DJI.US)$ improved by 160.24 po...
The $Nasdaq Composite Index (.IXIC.US)$ gained 171.11 points (0.7%) to a 26,151.30 finish, while the $S&P 500 Index (.SPX.US)$ added 24.42 ticks (0.3%) to 7,677.28 and the $Dow Jones Industrial Average (.DJI.US)$ improved by 160.24 po...
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By Chancy
As $NVIDIA (NVDA.US)$ approaches its Aug. 26 earnings, shares are once again nearing record highs — and bullish options activity is picking up.
Just days after a 20,000-plus-contract Bull Call Spread targeted a post-earnings breakout above $240, another 20,000-plus $240 Calls traded Monday, this time expiring just two days after earnings.
21,260 Calls Target $240 Again
At 10:55 a.m. Monday, 21,260 Aug. 28 $...
As $NVIDIA (NVDA.US)$ approaches its Aug. 26 earnings, shares are once again nearing record highs — and bullish options activity is picking up.
Just days after a 20,000-plus-contract Bull Call Spread targeted a post-earnings breakout above $240, another 20,000-plus $240 Calls traded Monday, this time expiring just two days after earnings.
21,260 Calls Target $240 Again
At 10:55 a.m. Monday, 21,260 Aug. 28 $...
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Slay2dudes : ok
DarkAlloy : good day everyone
Mario Rojas : Bull
152378380 : Nvidia did a great job
Flatchicken : NVIDIA (NVDA.US) : The Quick Take
NVIDIA is the dominant force in AI computing, backed by extraordinary financials and a deep technological moat.
Financials at a Glance
FY2026 Revenue: $215.94B (+65% YoY), Net Income: $120.07B (+65%)
Q1 FY2027 Revenue: $81.61B (+85% YoY), driven by the Data Center segment at $75.2B (+92%)
Cash Position: $80.57B in cash and short-term investments; free cash flow of $96.68B
The Moat
CUDA Ecosystem: The software platform that locks developers into NVIDIA hardware, creating massive switching costs
Full-Stack Infrastructure: GPUs plus networking (InfiniBand/Spectrum) make NVIDIA the go-to for building AI clusters
Market Sentiment
Price: $215.38, down from a 52-week high of $236.27
Analyst Consensus: Strong Buy, average target $300 (high $425)
Forward P/E: ~21x — compressed to levels not seen since 2017
Short-Term Technicals: Neutral, with mixed oscillator signals suggesting consolidation
Key Risk
Export Controls: China data center market remains largely off-limits
Custom Chip Competition: Cloud giants (Google, Amazon) are developing in-house AI chips
Bottom Line: Flawless execution, a dominant moat, and a compressed valuation make NVIDIA a central pillar of the AI infrastructure story — though near-term price action appears to be in a holding pattern.
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