📊 Nasdaq After-Hours: $300B

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Hello, my friends!

🤖 Today was a blockbuster earnings day - arguably the biggest this quarter in the AI space.

🚀 That’s right: NVIDIA took the stage.

💹 With the hype machine in overdrive, the Nasdaq saw a staggering $300 billion worth of shares traded around the report.

Yet, despite all the attention, NVIDIA’s share price ended up with a surprisingly mixed finish, never breaking out beyond its first five-minute candle.

Meanwhile, the major indices barely budged - making this one of the quietest post-earnings moves we’ve seen from NVIDIA in recent quarters.

If you were expecting a rocket-ship rally, you might say this one fizzled…

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📈Market Rundown

1. NVIDIA’s AI Sales Soar:

   • Revenue jumps 78% to $39.3B, beating Wall Street forecasts.

   • Net income up 80% to $22B, driven by AI chip demand.

2. Blackwell Chips Power Growth:

   • New Blackwell lineup contributed $11B this quarter—nearly one-third of data center revenue.

   • CEO Jensen Huang credits demand for more advanced “reasoning” AI models.

3. Data Center Dominates:

   • Data center sales hit $35.6B, up 93% year-over-year.

   • Gaming & AI PC division dipped 11%, now at $2.5B.

4. Margins Narrow, Spending Rises:

   • Higher manufacturing costs and bigger pay packages increased operating expenses by 48%.

   • Despite ballooning costs, NVIDIA still beat quarterly expectations.

5. After-Hours Spike & Future Outlook:

   • Shares rose over 3% post-earnings, though down about 2% year-to-date after a meteoric 800% surge in the past two years.

   • Next-quarter revenue guidance of $43B surpasses analyst projections.

6. Regulatory & Competitive Pressures:

   • Potential US export controls could impact AI chip sales to China.

   • Chinese AI upstart DeepSeek rattled investors but may boost NVIDIA’s “inference” chip usage.

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Until next time,
Steve B
Founder, The Daily Impulse

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