NVIDIA Near-Term Guidance Uncertainty

Earlier coverage

• NDTV Profit · Published 2 Oct 2026

  Nvidia Hits First Record Since May As Value Nears $6 Trillion

  In coverage record: 3 Oct 2026

  “Nvidia's rebound comes after months of quickly shifting sentiment around the state of the AI landscape, including questions over the hundreds of billions of dollars being spent by firms on its infrastructure and safety risks that the technology could pose to humanity.”

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• Kiplinger · Published 26 Aug 2026

  Stocks Look to Nvidia Earnings for Direction: Stock Market Today

  In coverage record: 27 Aug 2026

  “Wall Street is expecting another beat-and-raise quarter from the chipmaker, but the real uncertainty rests in the forward guidance and what it means for AI demand, as well as the stock's reaction and how that impacts the broader market.”

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• CNBC TV18 · Published 25 Aug 2026

  US markets today: Dow futures gain as Treasury yields retreat; Wall Street awaits Nvidia earnings

  In coverage record: 26 Aug 2026

  “Investors are awaiting Nvidia's quarterly results, due after the market close on Wednesday, for fresh signals on the strength of demand for artificial-intelligence chips and data-centre infrastructure. The results are expected to be a key test for the technology sector after Nvidia shares logged a seventh straight session of declines on Monday.”

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• The Economic Times · Published 24 Aug 2026

  US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rally

  In coverage record: 25 Aug 2026

  “Investors will look to Nvidia's results for fresh evidence of whether demand for AI infrastructure remains strong enough to justify the sector's elevated valuations.”

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• New York Post · Published 23 Aug 2026

  related price hikes above 15%: report

  In coverage record: 24 Aug 2026

  “Nvidia, whose chips underpin much of the AI infrastructure buildout, is set to report second-quarter results on Wednesday. The company has become a proxy for the broader AI ecosystem spanning chip makers and companies financing the rapid expansion of data center capacity.”

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• Seeking Alpha · Published 23 Aug 2026

  Wall Street Week Ahead

  In coverage record: 24 Aug 2026

  “Nvidia takes center stage Wednesday after the bell, with its results providing another major test of the durability of the AI trade. Investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure and the economics of the chipmaker's expanding financing partnerships.”

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• CNA · Published 22 Aug 2026

  Nvidia customers notified about AI-related price hikes above 15%: Report

  In coverage record: 23 Aug 2026

  “Nvidia, whose chips underpin much of the AI infrastructure buildout, is set to report second-quarter results on Aug 26. The company has become a proxy for the broader AI ecosystem spanning chipmakers and companies financing the rapid expansion of data centre capacity.”

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• Wccftech · Published 24 Jul 2026

  NVIDIA Starts Championing Open-Weight AI Models As They Increase Demand For Compute, And Despite Doing Everything To Maintain Its CUDA Moat

  In coverage record: 25 Jul 2026

  “Open-weight models do increase the demand for compute as distributed and fragmented deployment across every enterprise then becomes the norm, with each such deployment entailing dedicated compute and memory requirements... Therefore, it's quite self-serving of Huang to now call for an open-weight AI economy”

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• TechStartups.com · Published 15 Jul 2026

  Nvidia CEO Jensen Huang returns to Japan to thank Sega for the 1995 $5 million investment that saved Nvidia from bankruptcy

  In coverage record: 16 Jul 2026

  “In 1995, Nvidia was running out of cash after a failed graphics chip project threatened its future. Sega stepped in with a $5 million investment that gave founder and CEO Jensen Huang six more months to rebuild the company. That decision helped preserve what would later become the world's leading AI chipmaker.”

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• Benzinga · Published 6 Jul 2026

  Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challeng

  In coverage record: 7 Jul 2026

  “Nvidia had previously kept its AI model ambitions relatively quiet because some of its largest customers, including OpenAI and Anthropic, were developing frontier models using Nvidia's chips.”

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• Finbold · Published 5 Jul 2026

  Crypto markets set Nvidia stock price for end of July

  In coverage record: 6 Jul 2026

  “Prediction market traders are betting that Nvidia (NASDAQ: NVDA) will finish July 2026 near its current trading range, with the highest-probability outcome placing the stock below $192 by month-end. The pricing suggests traders expect Nvidia stock to remain range-bound through the remainder of the month despite continued optimism surrounding the company's long-term artificial intelligence growth story.”

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• The Motley Fool Canada · Published 11 Jun 2026

  Billionaires Are Bucking the Nvidia Trend, and Now This Stock Looks Ideal

  In coverage record: 12 Jun 2026

  “But Nvidia stock also carries real risk. Its valuation reflects massive confidence. Competition could increase. Customers could pause spending. Export rules could bite.”

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• Benzinga · Published 11 Jun 2026

  Oracle Stock Tanks 12% After AI Capex Shock: Here's What Prediction Markets Say

  In coverage record: 12 Jun 2026

  “On paper, Oracle’s buildout is a tailwind for Nvidia, its biggest chip supplier. The contagion fear flips it. If the buyers stretch their balance sheets to breaking and the debt runway runs dry, the chip orders dry up with them.”

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• Benzinga · Published 10 Jun 2026

  Nvidia Slips, Macro Rate Fears Clash With CEO Infrastructure Plan

  In coverage record: 11 Jun 2026

  “The key question now is whether the stock can reclaim the short-term trend band (20-day area) or rotate down toward the next demand zone near the 100-day.”

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• Finbold · Published 6 Jun 2026

  Trading expert sets date when Nvidia stock will crash to $125

  In coverage record: 7 Jun 2026

  “Meanwhile, Nvidia’s fundamentals remain strong despite the bearish technical outlook. For instance, the semiconductor giant reported record fourth-quarter fiscal 2026 revenue of $68.1 billion, while full-year revenue climbed to $215.9 billion, up 65% year over year, driven primarily by demand for its AI-focused data center products.”

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• Benzinga · Published 20 May 2026

  Nvidia Options Traders Bet On A Big Move As Earnings Loom

  In coverage record: 21 May 2026

  “"Investors will also be focused on Nvidia's forward outlook... Callahan noted that the company's largest data center customers, Alphabet, Amazon, Meta and Microsoft, have outlined more than $700 billion in combined AI infrastructure spending this year."”

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• Devdiscourse · Published 20 May 2026

  UPDATE 1-Tech stocks lift European shares, Middle East caution lingers

  In coverage record: 21 May 2026

  “Chip giant Nvidia's results after market close on Wednesday could test the AI-driven momentum.”

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• Barchart · Published 17 May 2026

  NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week

  In coverage record: 18 May 2026

  “Wednesday's Nvidia (NVDA) earnings represent the single most important corporate event of the quarter, serving as the definitive assessment of whether AI infrastructure investment can sustain current momentum or if concerns about return on massive capital expenditures are materializing.”

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• Benzinga · Published 4 May 2026

  SanDisk Stock Crushes Nvidia With 45x Returns, Becomes S&P 500's Best

  In coverage record: 4 May 2026

  “The setup is straightforward: Nvidia remains the dominant force in AI accelerators, with unmatched scale, software lock-in and data center momentum.”

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• Finbold · Published 1 May 2026

  Machine learning algorithm predicts Nvidia stock price on May 31, 2026

  In coverage record: 1 May 2026

  “However, the disparity in the prediction range shows that the outlook is far from certain.”

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• Benzinga · Published 6 Apr 2026

  What's Going On With Nvidia Stock Monday?

  In coverage record: 6 Apr 2026

  “The stock recently broke above resistance on February 25, then broke below support on March 26, which is consistent with a market that's still digesting that prior run-up.”

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• Markets Insider · Published 3 Apr 2026

  Nvidia Stock Forecast - How High or Low Can NVDA Stock Go?

  In coverage record: 3 Apr 2026

  “These estimates point to continued strength, but they also leave little room for disappointment. With expectations already high, even a small miss or slower growth outlook could impact sentiment.”

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• Bnn Bloomberg · Published 30 Mar 2026

  Nvidia’s PE sinks to seven-year low as Iran war continues

  In coverage record: 30 Mar 2026

  “Investors have also worried in recent months that heavy spending on AI infrastructure by Microsoft, Alphabet, Amazon and other Nvidia customers may be taking longer than expected to pay off with increased revenue and profits.”

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• Finbold · Published 25 Mar 2026

  AI predicts Nvidia stock price for April 1, 2026

  In coverage record: 25 Mar 2026

  “While the broader artificial intelligence narrative continues to support long-term optimism around Nvidia, some cooling has emerged following the stock’s strong rally in 2025.”

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• Finbold · Published 25 Mar 2026

  AI predicts Nvidia stock price for April 1

  In coverage record: 25 Mar 2026

  “While the broader artificial intelligence narrative continues to support long-term optimism around Nvidia, some cooling has emerged following the stock’s strong rally in 2025.”

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• Barchart · Published 24 Mar 2026

  As Trump Signals De-Escalation in the Iran War, Should You Buy Nvidia Stock?

  In coverage record: 24 Mar 2026

  “When we look at NVIDIA today, the valuation might seem a bit stretched at first glance, especially compared to other AI tech players.”

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• The Motley Fool Canada · Published 18 Mar 2026

  Billionaires Sold Nvidia Stock and Bought This Canadian Stock in Bulk Last Quarter

  In coverage record: 18 Mar 2026

  “At the same time, though, Nvidia is no longer the momentum play.”

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• Finbold · Published 14 Mar 2026

  AI sets Nvidia stock price for Q2 2026

  In coverage record: 14 Mar 2026

  “However, Nvidia’s valuation, with a price-to-earnings ratio near 45, could cap near-term upside even as demand for AI chips remains strong.”

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• Markets Insider · Published 9 Mar 2026

  ‘Upside Bias,’ Says UBS on Nvidia Stock (NVDA) Ahead of GTC

  In coverage record: 9 Mar 2026

  “UBS also expects Nvidia to address a key question investors continue to debate — how long the current wave of AI spending can last.”

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