^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$467.22+3.92%EURUSD$1.1606-0.10%GC$4,509.22-0.75%CL$96.69-1.32%^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$467.22+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, Silencing Peak-Capex Bears

Nvidia's data center segment posted $75.2B, up 92% YoY, with Q2 guidance excluding China entirely, yet still outpacing Street estimates by a wide margin. That combination lifts forward visibility for AMZN, MSFT, GOOGL, and META capex commitments.

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Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, Silencing Peak-Capex Bears 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%
AMZN
Amazon.com, Inc.
$266.63
-0.68%
MSFT
Microsoft Corp.
$418.53
-0.13%
GOOGL
Alphabet Inc.
$382.66
-1.29%
META
Meta Platforms Inc Class A
$609.93
+0.42%
AMD
Advanced Micro Devices, Inc.
$467.13
+3.90%
AVGO
Broadcom Inc.
$413.03
-0.37%

Sources covering this narrative

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