^GSPC$7,474.80+0.64%^IXIC$25,212.95+0.82%^DJI$43,369.88+0.82%^VIX$25.20-0.36%^STOXX50E$68.12-0.23%BTC-USD$76,690.49-1.11%ETH-USD$2,118.78-0.72%SOL-USD$86.65-0.71%AAPL$310.48+1.80%MSFT$419.95+0.20%NVDA$216.90-1.19%TSLA$429.32+2.75%META$609.00+0.27%GOOGL$386.76-0.23%AMZN$268.92+0.17%AMD$470.08+4.56%EURUSD$1.1603-0.13%GC$4,519.28-0.52%CL$97.09-0.91%^GSPC$7,474.80+0.64%^IXIC$25,212.95+0.82%^DJI$43,369.88+0.82%^VIX$25.20-0.36%^STOXX50E$68.12-0.23%BTC-USD$76,690.49-1.11%ETH-USD$2,118.78-0.72%SOL-USD$86.65-0.71%AAPL$310.48+1.80%MSFT$419.95+0.20%NVDA$216.90-1.19%TSLA$429.32+2.75%META$609.00+0.27%GOOGL$386.76-0.23%AMZN$268.92+0.17%AMD$470.08+4.56%EURUSD$1.1603-0.13%GC$4,519.28-0.52%CL$97.09-0.91%
RockstarMarkets
All narratives
Narrative · live

NVDA Q2 Guidance of $91B Excludes China, Hyperscaler Capex Still Flowing

Nvidia's $81.6B Q1 revenue beat and $91B Q2 guide arrive with zero China data-center compute assumed, a built-in headwind that makes the number more credible. All four major hyperscalers raised capex guidance in May, lifting the AI infrastructure trade and pressuring AMD and AVGO to defend their own growth narratives.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day

Rocky take

NVDA Q2 Guidance of $91B Excludes China, Hyperscaler Capex Still Flowing 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

Sources covering this narrative

BloombergActive
XActive