^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 Guides $91B Q2 2026 With Zero China Revenue Included

Nvidia's record $75.2B data-center quarter and $91B forward guide arrived with China contribution entirely excluded, validating hyperscaler capex commitments made three weeks prior. The result gives AVGO, AMD, and ARM permission to rally while sustaining the AI infrastructure bid across the semiconductor complex.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day

Rocky take

NVDA Guides $91B Q2 2026 With Zero China Revenue Included 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

XActive
BloombergActive
ReutersActive