- Nvidia reported Q2 revenue of $96.2 billion, up 106% year over year, and guided to $108 billion for the current quarter.
- Nvidia shares rose 8.74% after earnings before falling 4.57% the next day, giving back roughly $250 billion of the one-day market-value gain.
- U.S. equity funds saw $22.33 billion of net outflows in the week through Aug. 26 as investors reassessed AI demand and awaited Fed Chair Kevin Warsh's remarks.
- Nvidia said supply, rather than demand, is capping growth, while memory and advanced-packaging commitments extend through 2032 and support continued AI infrastructure spending.
引述
“The thing that stands out is Nvidia's multiple is still very low. So, they've got these huge revisions. The stock hasn't kept up. Now the PE keeps contracting”
“supply (not demand) is capping that growth”