nvidiagrowth

🚀 #NVIDIA Jumps 7% — Blockbuster Earnings Reignite AI Confidence

#NVIDIA shares jumped up to 7.4% before the bell Thursday after the chip giant crushed Q2 expectations and dropped a bombshell: a first-ever year-ahead forecast projecting 70% revenue growth for next fiscal year.

The numbers behind the move:

Q2 revenue: $96.2B, beating the $92.1B consensus, up 106% YoY

Data Center revenue: $89B, up 117% YoY

Q3 guidance: $108B, well above the $104B Wall Street expected

Stock added roughly $340B in market value before the open

The key line from Jensen Huang:
On the earnings call, Huang made clear Nvidia still can't meet full demand — supply constraints mean the company is only fulfilling around 70% of what customers actually want. That's a direct counter to fears that the AI capex cycle is peaking.

The ripple effect:
This wasn't just an Nvidia story — Nasdaq futures jumped alongside it, and other AI-linked names (Salesforce, CrowdStrike, semiconductor stocks in Europe and Asia) rallied too. This kind of broad, multi-sector "risk-on" move is exactly the type of macro backdrop that tends to spill into crypto.
$NVDA.US
#myopinionis :
When the world's most valuable company delivers a beat-and-raise this size, plus a forward guide that silences "AI bubble" doubts, it tends to lift overall risk appetite — and crypto often rides that same liquidity wave short-term. The bigger question isn't whether this helps sentiment today, but whether it's enough to offset the more cautious "higher for longer" rate narrative also playing out this week. Worth watching whether BTC and majors actually follow through, or stay range-bound on their own macro drivers.

#NVIDIA #nvidiagrowth

$NVDAB
$BTC