Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today
Nvidia surged 9% and cybersecurity names exploded higher, yet 10 of 11 S&P 500 sectors fell as yields firmed before Jackson Hole.
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Will the S&P 500 open higher? Polymarket odds lean bearish as Wall Street braces for Nvidia earnings, Fed remarks, and Iran tensions.
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Nvidia surged 9% and cybersecurity names exploded higher, yet 10 of 11 S&P 500 sectors fell as yields firmed before Jackson Hole.
Read original at benzingaNvidia delivered extraordinary Q2 results with 106% YoY revenue growth to $96.2B, 75% gross margins, and $59.7B net income. The company is compared to historical capital-goods suppliers during major investment booms. Unlike the dot-com era's dark fiber overbuild, AI infrastructure appears economically justified with high utilization rates and profitability. At 23.5x forward earnings with a Zacks Rank #2 (Buy), NVDA stock appears attractively valued despite risks from concentrated customer base and massive financing requirements.
Read original at zacks-investment-researchNvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.
Read original at zacks-investment-researchDan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolLi Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.
Read original at benzingaNvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzinga