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Nvidia Set to Report Q2 Earnings Amid Stock Slump and High Expectations

Nvidia will release its fiscal second-quarter results after the bell, with analysts projecting earnings of 10 per share and revenue of 17 billion. The company's stock has fallen for six consecutive sessions but remains up 14% year-to-date, as investors await updates on the Vera Rubin product cycle and AI demand.

By Tertius News AI Desk 2 distinct · 2 mastheads · 5 articles Version 1 Coverage Aug 23–27, 2026 Published 3d ago

Nvidia Set to Report Q2 Earnings Amid Stock Slump and High Expectations

Nvidia will report its fiscal second-quarter results after the bell, with Wall Street expecting another blockbuster quarter from the AI chipmaker. According to analyst estimates compiled by LSEG, the company is projected to post earnings per share of 10 and revenue of 17 billion.

Almost four years since the launch of OpenAI's ChatGPT, Nvidia is still seeing massive growth, with revenue in the latest quarter expected to almost double from 7 billion a year earlier. The company's chips remain the cornerstone of the AI boom, used to build and serve the most advanced models, and Nvidia has increasingly provided financial support through backstops and other arrangements that allow new AI data centers to get funded and built.

Despite the sustained growth, investors have cooled on the stock this year following a historic three-year rally. As of Tuesday's close, Nvidia shares are up just 14%, slightly outperforming the Nasdaq. However, the stock has declined for six consecutive sessions, its longest losing streak in four years, pushing it from recent highs near $225 to around $214 and erasing roughly 5% of the company's market value.

Competitive pressures and rising costs are also weighing on sentiment. The company faces competition on the horizon from Advanced Micro Devices, Google and others, and it is contending with soaring memory costs as a worldwide shortage shows no signs of abating.

Investors are keenly focused on the company's product cycle. Nvidia's new Vera Rubin AI systems have started to ship to customers such as Microsoft and OpenAI, and the market wants to hear how sales are ramping up and whether there have been any supply issues. Earlier this year, Nvidia CEO Jensen Huang told attendees at the company's GTC conference that he expects $1 trillion in sales through 2027 from current-generation Blackwell chips as well as Vera Rubin.

The company's conference call with investors begins at 5 m. ET. Following the call, Huang will join CNBC's Jim Cramer on "Mad Money" at 6 m. ET to discuss the results, available in real time on CNBC+ or the CNBC Pro stream. CNBC's reporters are covering the earnings from bureaus in San Francisco and Englewood Cliffs, New Jersey.

How each outlet told it

A framing line is our reading of that outlet's own text — an interpretation, not a quotation and not a fact we assert. Check it against what the outlet published.

CNBC · 4 articles

Framing: Supportive and optimistic, as exemplified by Cramer's quote: 'The profits are here now, customers are using them, and they're making a killing.'

as of Aug 27, 2026, 2:00 AM UTC

Framing: The headline emphasizes Huang's defense of Nvidia's financial support for AI companies, highlighting his claim that 'the risk is low.' — Supportive of Huang's position, with a neutral presentation of the criticism and a focus on his rationalization and confidence.

Facts Included:

Nvidia CEO Jensen Huang defended the company's growing role in financing AI companies.
Huang said critics are 'missing a very big point'.
Huang stated AI startups need tens of billions of dollars to get funded and become profitable.
Nvidia has invested in companies across the AI ecosystem, including OpenAI, Anthropic, and neocloud providers.
Nvidia provided $105 billion for a compute campus in Ohio where OpenAI will be the tenant.
Nvidia announced a partnership to arrange up to $500 billion in financing for data centers.
Huang said these companies are 'not investment grade' and lack the track record to secure low-cost capital.
Huang argued Nvidia's computing infrastructure can be redeployed, limiting exposure to any single investment.
Huang said, 'The money we've invested is going to generate tremendous returns. I think the risk is low.'
For fiscal 2027 second quarter, Nvidia reported $96.2 billion in revenue, more than double a year earlier.
Data center revenue climbed 117% to $89 billion.
Nvidia projected roughly 70% revenue growth in fiscal 2028.
Shares rose about 4% in extended trading following results.
The stock has gained 12% this year.

Read the source article →

as of Aug 27, 2026, 5:00 PM UTC

Facts Included:

CNBC's Jim Cramer said Thursday there's a simple reason demand for Nvidia's AI chips continues to pick up steam: customers are finding they can make money almost immediately.
Cramer said on 'Squawk on the Street': 'The profits are here now, customers are using them, and they're making a killing.'
Nvidia delivered better-than-expected quarterly results for its fiscal 2027 second quarter on Wednesday night.
It marked the fourth quarter in a row that Nvidia's year-over-year revenue growth rate accelerated.
Nvidia also offered a strong sales growth outlook for its next fiscal year.
Shares were up nearly 8% on Thursday.
CEO Jensen Huang said on the earnings call: 'I heard the other day that return on investment capital is now less than a year. And we're talking about $50 billion data centers.'
Nvidia announced an expansion of its partnership with Amazon's cloud unit on Wednesday.
Under the deal, Amazon Web Services will buy 2 million additional Nvidia GPUs in 2027 and 2028, as well as install Vera central processing units (CPUs).
Amazon also plans to use Nvidia technology for robotics.
Nvidia finance chief Colette Kress said the company's growth in the current quarter will primarily be driven by non-hyperscaler customers, including neoclouds like CoreWeave and Nebius, as well as enterprises.
Cramer said: 'Another great thing: 50% of the customers are not hyperscalers. It's other companies that think they can make a lot of money.'
Cramer's Charitable Trust, the portfolio run by CNBC's Investing Club, owns shares of Amazon and Nvidia.

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as of Aug 27, 2026, 2:00 AM UTC

Framing: The headline emphasizes Nvidia's strong performance using the 'picks and shovels' metaphor, highlighting its role as a supplier in the AI boom. — Generally neutral and factual, with a positive slant toward Nvidia's performance, supported by quotes like 'Nvidia reported results that beat expectations.'

Facts Included:

Nvidia reported better-than-expected second-quarter results and issued a revenue forecast that topped estimates.
For the three months ended June, Nvidia revenue more than doubled to $96.22 billion, and net income jumped over 100% to $53.95 billion, or $2.22 per share.
CFO Colette Kress said on a call with analysts that Nvidia expects fiscal 2028 revenue growth of 70%, far exceeding the 44% analysts were expecting.
OpenAI's first AI chip, known as the Jalapeño, has 'industry-leading speed and efficiency,' the company said on Tuesday.
OpenAI said Jalapeño delivered between 1.5 times and 1.9 times more AI work per watt than selected Nvidia systems across three publicly available models, and reported lower latency in those tests.
Salesforce shares surged more than 12% after the enterprise software company beat second-quarter estimates and raised its full-year outlook.
Apple will hold its annual iPhone launch event on Sept. 9, its first under incoming CEO John Ternus, who takes over from Tim Cook on Sept. 1. Cook will remain as executive chairman.
The event carries the tagline 'Surprise and shine' and is expected to include new Pro iPhones, with speculation also centering on Apple's long-awaited foldable device.
The S&P 500 was relatively unchanged on Wednesday after U.S. headline inflation came in slightly higher than expected.
The personal consumption expenditures price index climbed 0.2% month on month and 3.7% year on year in July, both 0.1 percentage point above the Dow Jones consensus.
Core inflation readings were in line with expectations, coming in at 3.3%.
Both numbers are still well above the Fed's 2% target.
Fed officials will meet in Jackson Hole, Wyoming, on Thursday; no decision is taken at the annual economic policy symposium.
Investors will be watching Fed Chair Kevin Warsh's keynote speech after long-term borrowing costs hit a near-two-decade high last week and the Treasury intervened in the bond market.
Oil prices were also little changed after Iran's Revolutionary Guard said Tehran had reached an agreement with Oman over the control of and revenue from the Strait of Hormuz.
Ships would enter the Persian Gulf through Iranian waters and exit through a corridor that will include both Iranian and Omani territorial waters, Iran's Deputy Foreign Minister Kazem Gharibabadi said, according to state news agency Tasnim.

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as of Aug 26, 2026, 5:16 PM UTC

Framing: Headline emphasizes live updates and key topics (Q2 results, memory prices, AI outlook) — Mixed: neutral with a hint of caution. The phrase 'investors have somewhat cooled' and 'faces soaring memory costs' introduce a cautious undertone alongside growth expectations.

Facts Included:

Nvidia will report fiscal second-quarter results after the bell.
Analyst estimates compiled by LSEG: earnings per share $2.10, revenue $92.17 billion.
Nvidia's chips used to build and serve advanced AI models.
Nvidia is providing financial support through backstops and other arrangements for AI data centers.
Revenue expected to almost double from $46.7 billion a year earlier.
Stock up 14% as of Tuesday's close.
Competition from Advanced Micro Devices, Google and others.
Company faces soaring memory costs due to worldwide shortage.
New Vera Rubin AI systems have started to ship to customers such as Microsoft and OpenAI.
CEO Jensen Huang expects $1 trillion in sales through 2027 from Blackwell chips and Vera Rubin.
Conference call with investors begins at 5 p.m. ET.
CNBC's Jim Cramer will talk about earnings results at 6 p.m. ET on CNBC+ or CNBC Pro stream.

Read the source article →

Finbold

Framing: The headline focuses on Nvidia's six-day losing streak and frames the article as a price prediction, emphasizing the decline as a notable event. — Objective but slightly cautionary, as it notes the unusual streak and potential volatility ahead of earnings, yet balances with a moderately bullish AI-based forecast.

as of Aug 23, 2026, 2:19 PM UTC

Facts Included:

Nvidia stock declined for six consecutive sessions ahead of its August 26 earnings report.
Nvidia stock fell from recent highs near $225 to $214, erasing roughly 5% of market value.
The losing streak is attributed to earnings uncertainty rather than weakening AI fundamentals.
Finbold used OpenAI's ChatGPT to generate a stock price prediction.
ChatGPT's base case assumes revenue near $94 billion and solid guidance.
The AI model's price target range is $235–$245 by late September 2026, with a 30-day target of about $236.
Wall Street expects revenue of $92 billion to $95 billion, representing close to 100% year-over-year growth.
Reports indicate Nvidia may raise prices on certain AI server systems by more than 15% due to rising memory costs.
The price increases affect systems shipping early next year, including Vera Rubin and Grace Blackwell.
The source of the price increase report is Bloomberg, as mentioned in a tweet embedded in the article.

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What was claimed, and who backed it

AI-extracted; can misattribute a claim — see Methodology.

Each row is one claim, attributed to the outlet whose wording states it most clearly. Confidence rates how directly the source text states the claim — explicit and unhedged rates high; hedged, pieced-together, or internally inconsistent statements rate lower. It does not measure whether the claim is true. Status is Contested when two claims on this page negate each other; otherwise it counts the distinct outlets we found asserting it — so a single-source claim can still show high confidence, and a multi-source claim can show medium. Every one of those outlets is named beside the status, so you can check the count against the list. For claims extracted before we began storing that list, the row says so: it names the outlet the claim is quoted from and states that we have not recorded which outlets backed it. Outlets wrote at different times, so a figure that evolves — a casualty count, for example — can legitimately differ between rows; check the "as of" time next to each claim's source.

Claim	Confidence	Status
ClaimNvidia will report fiscal second-quarter results after the bell.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimAnalyst estimates compiled by LSEG project Nvidia earnings per share of $2.10 for fiscal second-quarter results.	ConfidenceHigh	StatusContested via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimAnalyst estimates compiled by LSEG project Nvidia revenue of $92.17 billion for fiscal second-quarter results.	ConfidenceHigh	StatusContested via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimNvidia's stock has risen 14% as of Tuesday's close, slightly outperforming the Nasdaq.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimNvidia's stock has declined for six consecutive sessions as of August 26, 2026.	ConfidenceHigh	StatusSingle-source via Finbold as of Aug 23, 2026, 2:19 PM UTC
ClaimNvidia's six-session decline is its longest losing streak in four years.	ConfidenceHigh	StatusSingle-source via Finbold as of Aug 23, 2026, 2:19 PM UTC
ClaimNvidia's stock has been pushed from recent highs near $225 to $214.	ConfidenceHigh	StatusSingle-source via Finbold as of Aug 23, 2026, 2:19 PM UTC
ClaimNvidia's stock decline has erased roughly 5% of the company's market value ahead of the earnings release.	ConfidenceHigh	StatusSingle-source via Finbold as of Aug 23, 2026, 2:19 PM UTC
ClaimNvidia's revenue in the latest quarter is expected to almost double from $46.7 billion a year earlier.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimNvidia's new Vera Rubin AI systems have started to ship to customers such as Microsoft and OpenAI.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimNvidia CEO Jensen Huang told attendees at the company's GTC conference earlier this year that he expects $1 trillion in sales through 2027 from current-generation Blackwell chips as well as Vera Rubin.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimThe company's conference call with investors begins at 5 p.m. ET.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimNvidia CEO Jensen Huang will join CNBC's Jim Cramer on 'Mad Money' at 6 p.m. ET to talk about earnings results.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC
ClaimCNBC's reporters are covering Nvidia earnings from bureaus in San Francisco and Englewood Cliffs, New Jersey.	ConfidenceHigh	StatusSingle-source via CNBC as of Aug 26, 2026, 5:16 PM UTC

Transparency & Audit Trail

2 distinct · 2 mastheads · 5 articles consulted: CNBC, Finbold 14 claims extracted Version 1 Written 2026-08-26