NVIDIA (NVDA) News Today

NVIDIA Corporation (NASDAQ: NVDA) shares dipped as investors digested mixed Q2 results and cautious guidance. While the AI chip leader beat on earnings and delivered robust revenue and buyback announcements, a second-quarter data center sales miss and continued China export restrictions weighed on sentiment.

• Positive Sentiment: Q2 EPS of $1.05 topped the $1.01 consensus and revenue of $46.7 billion marked 56% year-over-year growth, driven by strong Blackwell-based data center demand. NVDA Earnings Report
• Positive Sentiment: Q3 revenue guidance of about $54 billion came in above Wall Street forecasts, signaling continued AI-driven strength. Reuters: Q3 Guidance
• Positive Sentiment: The board authorized a $60 billion share repurchase program, underlining confidence in cash-flow generation and capital return. Share Buyback News
• Neutral Sentiment: CEO Jensen Huang said he’s in talks with the U.S. administration to allow Blackwell chip sales to China, highlighting ongoing geopolitical negotiations. Fox Business: China Discussions
• Neutral Sentiment: NVIDIA remains featured in top thematic screens—automotive, robotics and infrastructure—reflecting its diversified AI exposure but with minimal immediate stock impact. MarketBeat Automotive Stocks
• Negative Sentiment: Data center sales of $41.1 billion missed estimates for the second straight quarter, prompting profit-taking. Investopedia: Stock Falls
• Negative Sentiment: Guidance excludes H2O chip sales to China due to export curbs, fueling uncertainty over a key growth market. Reuters: China Uncertainty
• Negative Sentiment: U.S. tech valuations approach dot-com bubble levels, raising concerns that a broader AI spending slowdown could pressure the stock. Reuters: Valuation Warning