^GSPC$7,452.75+0.34%^IXIC$25,105.85+0.39%^DJI$43,274.12+0.60%^VIX$25.42+0.51%^STOXX50E$68.01-0.39%BTC-USD$75,679.17-2.41%ETH-USD$2,065.18-3.23%SOL-USD$84.21-3.51%AAPL$308.31+1.09%MSFT$418.71-0.09%NVDA$215.43-1.86%TSLA$424.82+1.67%META$610.18+0.46%GOOGL$382.01-1.46%AMZN$266.88-0.59%AMD$467.22+3.92%EURUSD$1.1606-0.10%GC$4,509.22-0.75%CL$96.69-1.32%^GSPC$7,452.75+0.34%^IXIC$25,105.85+0.39%^DJI$43,274.12+0.60%^VIX$25.42+0.51%^STOXX50E$68.01-0.39%BTC-USD$75,679.17-2.41%ETH-USD$2,065.18-3.23%SOL-USD$84.21-3.51%AAPL$308.31+1.09%MSFT$418.71-0.09%NVDA$215.43-1.86%TSLA$424.82+1.67%META$610.18+0.46%GOOGL$382.01-1.46%AMZN$266.88-0.59%AMD$467.22+3.92%EURUSD$1.1606-0.10%GC$4,509.22-0.75%CL$96.69-1.32%
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Narrative · live

NVDA Q2 Guidance of $91B Clears Consensus by $5B-7B, Validating AI Capex Cycle

With EPS up 140% YoY and an $80B buyback authorized, NVIDIA has answered the street's core skepticism: hyperscaler capex is flowing through to chip orders, lifting AVGO and AMD on broad semiconductor demand.

+0%
Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Q2 Guidance of $91B Clears Consensus by $5B-7B, Validating AI Capex Cycle 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
$215.43
-1.86%
AMD
Advanced Micro Devices, Inc.
$467.22
+3.92%
MSFT
Microsoft Corp.
$418.71
-0.09%
GOOGL
Alphabet Inc.
$382.01
-1.46%
AMZN
Amazon.com, Inc.
$266.88
-0.59%
AVGO
Broadcom Inc.
$412.62
-0.47%
ARM
Arm Holdings plc American Depositary Receipt
$305.24
+2.35%

Sources covering this narrative

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