^GSPC$7,454.10+0.36%^IXIC$25,100.95+0.37%^DJI$43,292.50+0.64%^VIX$25.39+0.40%^STOXX50E$68.00-0.40%BTC-USD$75,690.07-2.40%ETH-USD$2,063.81-3.29%SOL-USD$84.20-3.52%AAPL$308.22+1.06%MSFT$418.53-0.13%NVDA$215.71-1.73%TSLA$424.77+1.66%META$609.93+0.42%GOOGL$382.66-1.29%AMZN$266.63-0.68%AMD$467.13+3.90%EURUSD$1.1607-0.09%GC$4,507.85-0.78%CL$96.72-1.29%^GSPC$7,454.10+0.36%^IXIC$25,100.95+0.37%^DJI$43,292.50+0.64%^VIX$25.39+0.40%^STOXX50E$68.00-0.40%BTC-USD$75,690.07-2.40%ETH-USD$2,063.81-3.29%SOL-USD$84.20-3.52%AAPL$308.22+1.06%MSFT$418.53-0.13%NVDA$215.71-1.73%TSLA$424.77+1.66%META$609.93+0.42%GOOGL$382.66-1.29%AMZN$266.63-0.68%AMD$467.13+3.90%EURUSD$1.1607-0.09%GC$4,507.85-0.78%CL$96.72-1.29%
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NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, Excluding China Revenue

NVIDIA's Q1 Data Center revenue of $75.2B (+92% YoY) confirmed hyperscaler AI capex is converting to real orders, yet China compute was stripped from forward guidance entirely. With NVDA and four megacaps now driving 40% of S&P 500 returns YTD, any guidance miss ahead pressures broad index breadth.

+0%
Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, Excluding China Revenue has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

Correlated assets

Live prices
NVDA
NVIDIA Corporation
$215.71
-1.73%
MSFT
Microsoft Corp.
$418.27
-0.20%
GOOGL
Alphabet Inc.
$382.64
-1.29%
AMZN
Amazon.com, Inc.
$266.68
-0.66%
^GSPC
S&P 500
$7,454.10
+0.36%
^IXIC
Nasdaq 100
$25,100.95
+0.37%

Sources covering this narrative

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