Revenue:Expected → $78.9B
Actual → $81.6B
EPS:Expected → $1.76
Actual → $1.87
But the real driver = forward guidance.
Markets expected around $86B next quarter + strong AI chip demand (Blackwell, Vera Rubin, China expansion). NVIDIA came in even hotter:
Forecast: $91B $80B stock buyback Dividend increaseOnly downside: China exports still restricted.
Bottom line - AI hype isn’t slowing down. Yeah, there’s probably already a bubble forming, and pullbacks are guaranteed, but this rally is backed by real numbers: revenue growth, demand, earnings expansion.
Post-market dip means nothing long term imo. As of now, nothing really stops AI stocks from pushing higher besides geopolitics.That’s still the main risk. Trump says negotiations are “going well,” Iran confirms diplomacy is ongoing, but markets know one headline can instantly flip sentiment from greed to fear.
AI euphoria keeps accelerating
