^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%
RockstarMarkets
All narratives
Narrative · live

NVDA Q1 Revenue $81.6B Beats by $2.4B, Validating Hyperscaler AI Capex Cycle

Q2 guidance of $91B excludes China data center revenue entirely, yet still clears consensus by $5B-plus, confirming Blackwell demand is absorbing the export-restriction headwind. AMD surged 8% in sympathy, lifting broad semiconductor breadth across ^IXIC.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day
No timeseries available.

Rocky take

NVDA Q1 Revenue $81.6B Beats by $2.4B, Validating Hyperscaler 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
$215.57
-1.79%
AMZN
Amazon.com, Inc.
$266.88
-0.59%
AMD
Advanced Micro Devices, Inc.
$466.89
+3.85%
MSFT
Microsoft Corp.
$418.70
-0.09%
GOOGL
Alphabet Inc.
$381.91
-1.48%
^IXIC
Nasdaq 100
$25,110.75
+0.41%

Sources covering this narrative

XActive
BloombergActive