^GSPC$7,451.30+0.32%^IXIC$25,098.50+0.36%^DJI$43,274.12+0.60%^VIX$25.46+0.67%^STOXX50E$68.01-0.39%BTC-USD$75,721.61-2.35%ETH-USD$2,067.12-3.14%SOL-USD$84.24-3.47%AAPL$308.47+1.14%MSFT$418.59-0.12%NVDA$215.36-1.89%TSLA$425.06+1.72%META$609.95+0.42%GOOGL$382.22-1.40%AMZN$266.95-0.56%AMD$467.43+3.97%EURUSD$1.1608-0.09%GC$4,510.28-0.72%CL$96.74-1.26%^GSPC$7,451.30+0.32%^IXIC$25,098.50+0.36%^DJI$43,274.12+0.60%^VIX$25.46+0.67%^STOXX50E$68.01-0.39%BTC-USD$75,721.61-2.35%ETH-USD$2,067.12-3.14%SOL-USD$84.24-3.47%AAPL$308.47+1.14%MSFT$418.59-0.12%NVDA$215.36-1.89%TSLA$425.06+1.72%META$609.95+0.42%GOOGL$382.22-1.40%AMZN$266.95-0.56%AMD$467.43+3.97%EURUSD$1.1608-0.09%GC$4,510.28-0.72%CL$96.74-1.26%
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Narrative · live

NVDA Q2 Guidance Hits $91B With Zero China Revenue Priced In

NVIDIA's record Q1 net income of $58.3B and $91B Q2 guide assumes no mainland data-center contribution, exposing how much geopolitical friction is already baked in. With NVDA and four mega-caps driving 40%+ of SPY returns YTD, equal-weight breadth deterioration is the quiet risk beneath the headline beat.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day

Rocky take

NVDA Q2 Guidance Hits $91B With Zero China Revenue Priced In 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
$215.36
-1.89%
MSFT
Microsoft Corp.
$418.59
-0.12%
GOOGL
Alphabet Inc.
$382.22
-1.40%
META
Meta Platforms Inc Class A
$609.95
+0.42%
AMZN
Amazon.com, Inc.
$266.95
-0.56%
^GSPC
S&P 500
$7,451.30
+0.32%
^IXIC
Nasdaq 100
$25,098.50
+0.36%
AMD
Advanced Micro Devices, Inc.
$467.43
+3.97%

Sources covering this narrative

BloombergActive
ReutersActive
CNBCActive
XActive