2026-09-10 · Fuente：deep-siliconangle.com/feed/?paged=7
Nvidia topped second-quarter forecasts with earnings of $2.22 per share before costs including stock compensation and issued bullish guidance, sending shares up more than 4% after hours and 7% Thursday.
Nvidia reported second-quarter earnings and revenue that came in better than expected, and the chipmaker followed the beat with bullish guidance for both the current quarter and the next full year. The results, highlighted by revenue that doubled, arrived even as fears that the AI buildout could prove to be a bubble continue to shadow the sector.
Adjusted earnings, calculated before certain costs including stock compensation, came to $2.22 per share, a figure the report described as easily clearing forecasts. Investors rewarded the print immediately. The stock rose more than 4% in after-hours trading once the numbers landed, and the gains extended into the next session: shares were trading up 7% on Thursday morning, per an update to the report.
The doubling of revenue is attributed in the report to accelerating demand for AI chips, the core of Nvidia's business. The forward guidance may matter even more than the beat itself: by projecting strength for both the current quarter and the next full year, the company signaled that it expects the appetite for its chips to persist rather than cool. That outlook is what investors parsed as shares climbed in extended and morning trading.
Even so, the report's framing makes clear that skepticism has not disappeared. Bubble fears, as the headline notes, still persist around the AI chip boom, and a strong quarter from the company does not by itself settle the debate over whether current levels of demand are durable. For now, though, the numbers gave Nvidia's supporters the upper hand, with the stock's post-earnings climb reflecting renewed confidence. Whether that confidence holds may depend on whether coming quarters continue to confirm the demand acceleration this report describes.
Etiquetas: Nvidia · AI Chips · Earnings · Guidance
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