π $NVDA (NVIDIA Corporation) Q2 FY2026 Earnings β Highlights
NVIDIA just released results for the quarter ended July 27, 2025:
Revenue: $46.7B (+6% QoQ, +56% YoY)
Blackwell Data Center: +17% sequential growth on AI demand
EPS: $1.05 non-GAAP (vs $1.04 ex-inventory boost)
Margins: ~72%, among the strongest in tech
$24.3B returned to shareholders in H1 FY26
New $60B buyback program approved
Dividend: $0.01/share on Oct 2
CEO Jensen Huang called Blackwell the βAI platform the world has been waiting forβ β highlighting extraordinary demand and record orders.
πΌ My Take
This report reinforces NVIDIAβs leadership in AI infrastructure. Growth, margins, and buybacks all show strength β but the lack of China sales also shows the geopolitical risk.
I remain long-term bullish on AI platforms like $NVDA while managing risk (Risk Score: 5, no leverage, no shorting).
π¬ Do you think $NVDA can maintain this momentum, or is the AI trade becoming overcrowded?... Show More
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Tue Nov 18 2025 00:23:35 GMT+0000 (Coordinated Universal Time)
