What Nvidia’s earnings mean for the stock market and AI trade

What Nvidia’s earnings mean for the stock market and AI trade

Nvidia’s closely watched earnings report showed weaker-than-expected sales at its data center business, though the stock’s pullback in extended trading may prove short-lived with investors still believing in the artificial intelligence trade. The chipmaker beat Wall Street’s expectations for fiscal second-quarter earnings and gave a stronger current-quarter revenue forecast than anticipated. But shares tumbled in…

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Wall Street strategist explains how to navigate an ’AI Bubble’

外賣戰累美團少賺九成 ADR插8%

內地外賣大戰衝擊平台盈利,美團(03690)次季經調整溢利淨額15億元(人民幣.下同),按年重挫89%,遠遜預期的99億元;收入918億元,增長12%,同樣低於預估的937億元。 首席財務官陳少暉表示,上季盈利波動反映外賣市場前所未有的激烈競爭,全行業補貼力度創下新高,短期內競爭仍會持續,並對集團財務狀況造成負面影響。 美團ADR於昨晚開市急插水,截至今晨12時40分,挫10.57%,較港收市價低7.67%。 今季核心本地商業料轉蝕 受外賣市場「非理性競爭」拖累,美團上季核心本地商業分部收入僅按年上升8%至653億元,經營溢利顯著下挫76%至37億元,經營利潤率銳降19.4個百分點至5.7%。該分部涵蓋本土餐飲外賣、閃購、到店酒店及旅遊等核心業務,上季貢獻集團約七成營收。 陳少暉在業績會預告,由於戰略性投入用戶補貼、配送服務、營銷等領域,集團第三季核心本地商業分部預計錄得顯著虧損。 首席執行官王興表示,美團堅決反對「內捲」,惟隨着競爭激化,將盡力捍衞自身的市場地位。要在餐飲外賣和即時零售市場勝出,並無花哨的技巧,歸根究柢要回歸商品選擇、價格、配送服務三大基本因素,而集團一直專注「做正確 Source link

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These stocks are the most correlated to Nvidia as the earnings get set to hit the Street

These stocks are the most correlated to Nvidia as the earnings get set to hit the Street

The fortunes of certain stocks are very closely linked to Nvidia ‘s fate, a study of market correlations show. Here are the ones to watch. AI poster child Nvidia will report its fiscal second-quarter earnings after Wednesday’s closing bell, and Wall Street is expecting another blowout quarter. LSEG consensus shows that analysts estimate Nvidia will…

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Nvidia faces Wall Street's high expectations two years into AI boom

Nvidia (NVDA) earnings report Q2 2026

Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters Nvidia reports fiscal second-quarter earnings on Wednesday after the bell. Here’s how Nvidia is expected to do versus LSEG consensus estimates: Earnings per share: $1.01, adjusted Revenue: $46.02 billion That would represent 53%…

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