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Guidance Constrained by Memory Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=2662728653","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662728653?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:41","pubTimestamp":1787784060,"startTime":"0","endTime":"0","summary":"1841 ET - Nvidia is expecting 70% revenue growth in the next fiscal year, but that number could get \"a lot higher\" without supply constraints, chiefly in memory, CEO Jensen Huang tells analysts on a call. Demand for the company's products would support 100% growth, CFO Colette Kress says, and Nvidia is working with its suppliers to boost capacity. \"Unlike a component that simply raises our costs with no offset benefit, tighter memory supply is a symptom of the same demand surge that's driving our own growth,\" Kress says. \"We have long-standing, deep relationships with all three major memory suppliers, and we're working closely with them to further increase the capacity.\" Shares gain 4% after 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Futures Tick up After Strong Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662740776","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662740776?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:24","pubTimestamp":1787783040,"startTime":"0","endTime":"0","summary":"Stock-index futures edged higher in after-hours trading Wednesday after Nvidia crushed another round of earnings. The company's strong report offered relief to the major indexes, which saw muted moves earlier in the day.Tech-heavy Nasdaq 100 futures are up nearly 1% in postmarket trading. S&P 500 and Dow futures are up 0.6% and 0.5%, respectively. Even small-cap Russell 2000 futures inched up about 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CEO Stresses Opportunities Outside Hyperscale Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662018740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662018740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:24","pubTimestamp":1787783040,"startTime":"0","endTime":"0","summary":"1818 ET [Dow Jones]--Nvidia CEO Jensen Huang emphasizes the company's opportunity with customers beyond hyperscalers, telling analysts that sovereign AI customers, enterprises, neoclouds, startups and other non-hyperscale customers together represent around half of Nvidia's business. The hyperscalers are only \"half of the picture,\" Huang says. \"What you don't see is just really tremendous opportunities outside of the hyperscalers.\" He adds that these customers typically seek a full-stack platform and don't need their own custom silicon, a nod to investors concerned about competitive pressures from custom chip makers. 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Rallies on Guidance for 70% Growth Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2662740187","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662740187?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:12","pubTimestamp":1787782320,"startTime":"0","endTime":"0","summary":"1812 ET - A modest dip in Nvidia's stock price after the company's second-quarter earnings release turned into a gain during the company's earnings call, as it issues guidance for roughly 70% revenue growth in fiscal 2028. CEO Jensen Huang says the decision to guide a year in advance, a first for Nvidia, stems from improved visibility with both customers and suppliers, as well as a desire to increase transparency across the AI landscape. \"Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%,\" Huang says. Shares are up 4.5% to $219.09 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CFO Defends Investment Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747022","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747022?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:57","pubTimestamp":1787781420,"startTime":"0","endTime":"0","summary":"Nvidia's ambitious investments, including guarantees for up to $500 billion in data-center financing and an agreement to backstop a massive Ohio data center project by OpenAI, have raised investors' eyebrows in recent weeks.Colette Kress, the chip giant's CFO, defended the investment strategy on today's earnings call. Kress said Nvidia expects big frontier AI labs like OpenAI \"to become the largest technology companies in history.\"These labs face a bottleneck, however, in accessing all the computing power they need to develop products and improve models, and that's why they need Nvidia's financial help, Kress said.\"We recognize the scale of this support, and we know some will call this circular financing. We see it differently,\" she said. \"The equity returns on our invested capital will be 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up Slightly Ahead of Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662823740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662823740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:54","pubTimestamp":1787781240,"startTime":"0","endTime":"0","summary":"Shares of technology companies rose modestly amid anxiety ahead of artificial-intelligence bellwether Nvidia's earnings.Nvidia shares ticked down as traders awaited updates on its fast-growing revenue and equally fast-growing capital-expenditure budget.\"The key overhang is the unusual scale and limited transparency of more than $1 trillion of guided [computing capacity]-related financing through creative structures in the ecosystem,\" said credit analysts at brokerage Morgan Stanley.Shares of Salesforce rallied after it struck a joint-venture deal with AI firm 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expects supply to remain a bottleneck at least through the end of FY28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662012747","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662012747?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:45","pubTimestamp":1787780715,"startTime":"0","endTime":"0","summary":"Sees FY27 operating expenses $9B. Sees FY27 tax rate 16%-18%. Says even though demand is much greater than 70%, supply allows the company to 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Outside Investments are Ballooning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747647","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747647?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:25","pubTimestamp":1787779500,"startTime":"0","endTime":"0","summary":"Here's a snapshot of Nvidia's growing financial heft across the AI industry: The chipmaker on Wednesday reported equity investments of $99 billion as of July 26, as well as $25 billion more of equity investment 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