Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback

Reuters05-21 06:37

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Comments

mark2012
05-21 08:02
mark2012
25cents dividend on $220? Are we supposed to say thankyou[LOL]
Albert1
05-21 07:22
Albert1
Great article, would you like to share it?
Investordude1301
05-21 07:19
Investordude1301
It has laid the path for a good beat and raise upon market opening later - substantial revenue and profit beat, 25 times the dividends, share buybacks are all great for shareholder value
GT3
05-21 07:04
GT3
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It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDD","symbol_name":"1倍做空NVDA ETF-Direxion","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","article_id":"2637391873","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","pubTimestamp":1779316657,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"XI二南英伟","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF"},"translate_title":"英伟达股价下跌2%，此前该公司预测营收高于预期，宣布回购800亿美元股票","themeId":"5d07a255fa50ca2b85b03d26b4c3c2c1","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/26c3fc5e310e6c4a0aa28d45dd5533e4","symbols_score_info":{"NVDL":0.6,"NVDG":0.6,"NVDS":0.6,"07388":0.6,"NVDB":0.6,"NVDD":0.6,"NVDW":0.6,"07788":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDU":0.6,"ANV":0.6,"NVII":0.6,"NVYY":0.6,"NVDO":0.6},"content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,buyback","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":true,"code":"91000000","status":"200"},"commentList":[{"id":566429836370536,"gmtCreate":1779321741052,"gmtModify":1779321744821,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"authorIdStr":"4217445003125362","idStr":"4217445003125362"},"htmlText":"25cents dividend&nbsp;on $220? Are we supposed to say thankyou[LOL]&nbsp;&nbsp;","listText":"25cents dividend&nbsp;on $220? Are we supposed to say thankyou[LOL]&nbsp;&nbsp;","text":"25cents dividend on $220? Are we supposed to say thankyou[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566429836370536","repostId":2637391873,"repostType":2,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"nz","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"XI二南英伟","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDG":0.6,"NVDS":0.6,"07388":0.6,"NVDB":0.6,"NVDD":0.6,"NVDW":0.6,"07788":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDU":0.6,"ANV":0.6,"NVII":0.6,"NVYY":0.6,"NVDO":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":566419938866056,"gmtCreate":1779319331557,"gmtModify":1779327042042,"author":{"id":"3574420278885334","authorId":"3574420278885334","name":"Albert1","avatar":"https://static.tigerbbs.com/c6505d71b98f955edf23e62d2ecf70c8","vip":1,"crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3574420278885334","idStr":"3574420278885334"},"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566419938866056","repostId":2637391873,"repostType":2,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"nz","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"XI二南英伟","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDG":0.6,"NVDS":0.6,"07388":0.6,"NVDB":0.6,"NVDD":0.6,"NVDW":0.6,"07788":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDU":0.6,"ANV":0.6,"NVII":0.6,"NVYY":0.6,"NVDO":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":566419167077480,"gmtCreate":1779319157652,"gmtModify":1779319161996,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","name":" Tiger Idol","description":"Join the tiger community for 1500 days","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"htmlText":"It has laid the path for a good beat and raise upon market opening later - substantial revenue and profit beat, 25 times the dividends, share buybacks are all great for shareholder value","listText":"It has laid the path for a good beat and raise upon market opening later - substantial revenue and profit beat, 25 times the dividends, share buybacks are all great for shareholder value","text":"It has laid the path for a good beat and raise upon market opening later - substantial revenue and profit beat, 25 times the dividends, share buybacks are all great for shareholder value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566419167077480","repostId":2637391873,"repostType":4,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"nz","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"XI二南英伟","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDG":0.6,"NVDS":0.6,"07388":0.6,"NVDB":0.6,"NVDD":0.6,"NVDW":0.6,"07788":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDU":0.6,"ANV":0.6,"NVII":0.6,"NVYY":0.6,"NVDO":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":566415762182416,"gmtCreate":1779318283692,"gmtModify":1779327034335,"author":{"id":"4210856542004802","authorId":"4210856542004802","name":"GT3","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4210856542004802","idStr":"4210856542004802"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566415762182416","repostId":2637391873,"repostType":2,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"nz","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"XI二南英伟","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDG":0.6,"NVDS":0.6,"07388":0.6,"NVDB":0.6,"NVDD":0.6,"NVDW":0.6,"07788":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDU":0.6,"ANV":0.6,"NVII":0.6,"NVYY":0.6,"NVDO":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":27,"commentSize":4,"repostSize":3,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637391873","isCrawlerRequest":true}