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NVDA Q2 Guidance of $91B Tops Consensus by $5B-7B, Cementing AI Capex Cycle
NVIDIA's Q1 beat ($81.6B revenue, +85% YoY) was secondary to the $91B Q2 guide, which excludes China entirely, making it a structural floor. With NVDA and four megacaps driving over 40% of S&P 500 returns YTD, concentration risk for ^GSPC holders is now inseparable from this earnings story.
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Rocky take
NVDA Q2 Guidance of $91B Tops Consensus by $5B-7B, Cementing 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 pricesNVDA
NVIDIA Corporation
$215.43
-1.86%
AMD
Advanced Micro Devices, Inc.
$467.22
+3.92%
ARM
Arm Holdings plc American Depositary Receipt
$305.24
+2.35%
AMZN
Amazon.com, Inc.
$266.88
-0.59%
MSFT
Microsoft Corp.
$418.71
-0.09%
GOOGL
Alphabet Inc.
$382.01
-1.46%
META
Meta Platforms Inc Class A
$610.18
+0.46%
^GSPC
S&P 500
$7,452.75
+0.34%
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