NVIDIA Tonight Post-Market Money-Making Earnings Report (FY2027 Q2): On the eve of the report, it took a cold shot first—this time from Morgan Stanley’s boss, who issued a credit rating and directly gave it a neutral. The reason: NVIDIA uses its own balance sheet to pump the entire AI ecosystem’s blood supply. It has worked with six financial giants on financing deals totaling more than $500 billion; guarantees, leasing, and revenue-sharing are all used—those risks can’t be seen at all with traditional metrics. On Tuesday, the stock price held up first: it ended seven straight declines, up 2.19%. Market cap: $5.16 trillion.
Customers are also adding plot twists. OpenAI said its self-developed chip Jalapeno outperformed NVIDIA’s GB300 in test performance, then added that it will not fully replace NVIDIA and that it will continue to purchase in large quantities as usual. The timing is set right on the eve of the earnings release—this isn’t a mere technical update; it’s plainly adding leverage to the negotiations. It left me stunned: the more aggressively chips are sold, the more urgent customers are to build their own.
The real test comes in the early hours of Thursday Beijing time: whether growth can hold up, and whether it can keep the $5 trillion+ market cap standing—more convincingly than the neutral rating from Morgan Stanley.
Customers are also adding plot twists. OpenAI said its self-developed chip Jalapeno outperformed NVIDIA’s GB300 in test performance, then added that it will not fully replace NVIDIA and that it will continue to purchase in large quantities as usual. The timing is set right on the eve of the earnings release—this isn’t a mere technical update; it’s plainly adding leverage to the negotiations. It left me stunned: the more aggressively chips are sold, the more urgent customers are to build their own.
The real test comes in the early hours of Thursday Beijing time: whether growth can hold up, and whether it can keep the $5 trillion+ market cap standing—more convincingly than the neutral rating from Morgan Stanley.