Nvidia has beaten Wall Street estimates for 14 consecutive quarters. Its stock still fell after six of the last eight reports, including each of the last four, per Yahoo Finance AlphaSpace analysis.
Ahead of Wednesday’s Q2 report, Yahoo Finance breaks down why guidance and Jensen Huang’s tone now matter more than the print, why hyperscaler AI spending has pushed some cash-rich Mag 7 names to free cash flow negative, and where the next leg of demand comes from.
Timestamps
0:00 Nvidia has beaten estimates 14 quarters running
0:16 Why a beat may not be enough this time
0:53 The Mag 7 names going free cash flow negative
1:28 The stat: shares fell after six of the last eight reports
2:00 Ten percent off the high at 20 times forward earnings
2:52 The risk nobody prices: fewer model builders, less demand
4:12 Where the next leg of demand comes from
5:05 Space is 4% of revenue today
#Nvidia #NVDA #Earnings #AIStocks #StockMarket #YahooFinance
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